TRILOGY - Key Persons

Adam Smith

Job Titles:
  • Financial Planning Director

Carey Faramelli

Job Titles:
  • Administrative Assistant
Check the background of investment professionals on FINRA's BrokerCheck.

Craig Bavin

Job Titles:
  • Licensed Service Associate

Jean Throne

Job Titles:
  • Licensed Service Associate

Jill Powers - CEO

Job Titles:
  • Managing Partner

Steve Fireovid

Job Titles:
  • Financial Advisor

Steve Hess - CEO

Job Titles:
  • Managing Partner

Tom Hofbauer - CEO

Job Titles:
  • Managing Partner