TRIVELLONI ASSET MANAGEMENT - Key Persons

Job Titles:

• Investment Advisor
• Representative

Angelica Lopez has been helping people in the financial realm since her teenage years, starting first with her father's business, next tutoring in college, and then running her own financial services business for over a decade. In the process of growing her business and growing her own skillsets, she learned to coach, develop, and lead other people as well. Her coaching business Angelica Maria bloomed from her desire to help others in all areas of life. Working with Trivelloni Asset Management allows her to do it all! Her passion in life is to help others reach their goals, fulfill their dreams, and have financial freedom. It is a passion she takes very seriously.

Job Titles:

• Founder
• Portfolio Manager
• President

Antonio Trivelloni is the President and Founder of Trivelloni Asset Management. Antonio started this company to offer investors an alternative to the commission based, salesperson approach to financial planning too often found in the industry. Before starting his company, Antonio spent seventeen proud years as an educator in the Detroit, Michigan area. Although he was a dedicated teacher, he has always had a keen interest in capital markets and financial planning concepts. Through his financial research he discovered that most school districts' 403(b) retirement offerings were largely based on commissioned products of very poor quality. Client-centered investment advice was not to be found. In an effort to combat this problem, Antonio left his teaching post and started Trivelloni Asset Management. He earned his Bachelor of Arts Degree from the University of Detroit Mercy, a Master of Arts Degree from Saginaw Valley State University, a Master of Business Administration Degree from Michigan State University, and a Registered Financial Consultant designation from the International Association of Registered Financial Consultants. He also holds three National Coaching Licenses awarded by the US Soccer Federation. He has a functional mastery of both Italian and Spanish. His golf game, however, is terrible. Antonio currently sits on the Board of Directors for the Macomb Family YMCA and Macomb Feeding the Need. He is a member of Compass Macomb Christian Business Ministry, Elite Success Partners, the Detroit Athletic Club, and Business Networking International. He is an Athletic Booster for University of Detroit Mercy Soccer and Michigan State University Soccer. Antonio's family participates in Samaritan's Purse, Lutheran World Relief, N.O.A.H. lunch making, and other charitable endeavors through American Lutheran Church, their home parish. Antonio lives in the Detroit metropolitan area with his wife, Dr. Jill Trivelloni, and three children, Nino, Silvia, and Lidia. He enjoys attending Church with his family, carting his kids around to soccer events, and teaching them the ups and downs of personal finance.

Job Titles:

• Resources
• Retirement Investments Business Services Risk Management

Job Titles:

• Senior Advisor
• Financial Advisor & Smartvestor Pro

Kathy is a Senior Advisor and SMartVestor Pro, recommended by Dave Ramsey and the Ramsey Solutions organization to help with your retirement, college savings and other investments. She partners with her clients to build a custom financial plan based on personal resources and goals. Kathy is passionate about helping clients improve their financial security and peace of mind with a comprehensive approach to financial planning. She holds a Series 65 and Michigan insurance license. She is always challenging herself to learn and has recently completed the Certified Financial Planning Program at Oakland University. She hosts seminars on Social Security benefits and has earned the National Social Security Advisor (NSSA®) Certificate. Kathy is an active member of the community and serves on the board of Compassion Pregnancy Center. She is a member of Selfridge Base Community Council and the Macomb County Chamber.

Job Titles:

• Investment Advisor
• Representative

Zach is a client focused Investment Advisor Representative. He always focuses on his a fiduciary responsibility first. He will analyze your investment and retirement goals and put together a portfolio which will help you attain financial security.