My wife and I work with Brett Miller. He's awesome. Brett really understands our specific situation and goals and continues to help us achieve, and then set new goals. Highly recommend him if you are looking for financial planning/wealth management help.
I've been working with Brett Miller for over two years now. He's easy to work with, very helpful, and has my end goals in mind. If you're looking for a good financial planner that will be with you for the long haul, I would encourage reaching out to Brett.
Catilin really has a heart for people and wants to help them reach their financial goals. I love that she knows so much about all this financial planning stuff because I definitely DO NOT - haha! She is so easy to work with and talk to, and I know that as an independent financial planner she only has MY best interests in mind.
I've been working with Shawn at Trilogy Financial for a year now and trust him completely. They take a wholistic approach to financial peace of mind. What I like most about Shawn is his ability present recommendations in a logical and understandable way. He doesn't try to dazzle me or talk above me. I highly recommend Shawn for all your financial and life insurance needs.
Caitlin Spain is a force of everything fabulous. She's smart, cares and explains everything so you can understand. Use her and be happy!
I HIGHLY recommend Brett Miller. He oversees my account and I chose him for his thorough knowledge and attention to detail. He will fully listen to you to get to know you and your goals. It's outstanding to have so much confident in the person that will guide me to a prosperous retirement.
Steve Hartel at Trilogy Financial is your guy to contact about your advising needs. Steve will work hard for you to ensure your financial freedom for the future. He takes the time to get to know you and your future aspirations to set you up for success. If you are looking for someone that will work hard for you, call Steve Hartel!
Brett Miller is professional and great at what he does! I highly recommend Brett at Trilogy.
Steve Hartel is the absolute man. He breaks down concepts simply and makes things super easy to understand. He will make sure your money is working for you at the level of risk you feel comfortable taking and will explain this in terms anyone can understand I believe. I highly recommend Steve and Trilogy Financial Services!
Caitlin Spain at Trilogy Financial has been coaching me through the Covid-19 pandemic. I have to say that she has a very intelligent strategy amidst the chaos. She also has a calming way of explaining the ever changing situation which helps a ton! If you are in need a of a great financial counselor and strategist I strongly recommend setting up a meeting with Caitlin.
Brett Miller is knowledgable and makes an effort to support the financial goals of each client on an individual basis.
I have worked with many of the advisors at Trilogy Financial. Their knowledge and caring attitude has been exceptional. In particular, Michael Broker has continued to monitor our financial needs and has gone above and beyond to improve our financial health. All of the advisors at Trilogy are among the best I have known.
Wade at Trilogy Financial doesn't understand the CAN SPAM act, which states that it is illegal to add someone to your email list without their permission. This is a special pet peeve of mine. If he's that desperate, how good can he be at his job?
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