Meet The Team

Meet The Team

Posted by on Jul 14, 2010 in Meet the Team | Comments Off on Meet The Team

Tom Hofbauer, Managing Partner

Chief Investment Officer

Tom Hofbauer directs the Private Portfolio Management for Trilogy Wealth Advisors. Formerly, Tom was the senior partner responsible for domestic and foreign options trading at Marquette Partners, a private money management group based in Chicago. He was also a floor trader on the Chicago Board of Options Exchange for 15 years before returning to Northwest Ohio with his family in 1997.

Tom has a degree in Finance from Virginia Tech. A native of Montpelier, Ohio, Tom and his wife have two sons and reside in Bryan. Tom’s passion for horse racing has taken him to the Kentucky Derby each year for more than 20 years. In 2006, he and his family attended each of the Triple Crown races and Tom appeared on ESPN during the Preakness pre-race show as the “World’s Tallest Jockey. “ Tom is also an avid golfer and rabid Ohio State football fan.

 

Jill R. Powers, Managing Partner

Certified Financial Planner™

Jill leads risk assessment analysis and wealth planning processes for Trilogy Wealth Advisors. She is a regular speaker on financial planning issues, and the co-author of the book, “Building a High-End Financial Services Practice,” published by Bloomberg Press.

In addition to her work with private clients, Jill has been actively involved in working with industry leaders to improve the financial services industry. She was elected to serve as Chairperson for the FINRA Chicago Business District Committee; she was appointed to the FINRA Small Firms Advisory Board, the FINRA Member Self-Compliance Services Committee, the Chicago District Nominating Committee, and most recently, the Small Firms Advisory Board Taskforce.

Jill graduated Cum Laude and Phi Beta Kappa from Miami University in Oxford, OH. A native of Fort Wayne, Indiana, Jill and her husband have two daughters and live in Angola, Indiana. Jill loves spending summers at Clear Lake with friends and family swimming, reading, boating or doing a whole lot of nothing. A sports fan, Jill also loves tennis, and golf and seems conspicuously hard to find during March Madness.

 

Steve Hess, Managing Partner

Certified Financial Planner™, MBA

Steve Hess heads research, wealth plan analysis and scenario modeling for Trilogy Wealth Advisors. Steve is also a Certified Financial Planner™ and has additional experience in business qualified plans, individual retirement planning, income analysis and debt analysis.

With a background in financial operations and qualified plan trust administration, Steve also works closely with business owners on their unique retirement planning, business planning and financial planning needs.

Steve received his BSBA from The Ohio State University and earned an MBA from Bowling Green State University. A native of Bryan, Ohio, Steve and his wife have two children and reside in Bryan. Steve has a passion for golf and maintains a great handicap despite a busy schedule. In addition, he is a talented musician, serves in Bryan Rotary Club, Bryan Chamber of Commerce and Trinity Lutheran Church. In true Ohio State fashion, Steve is an avid Buckeye fan and can always be found rooting on the Scarlet and Gray.

Check the background of investment professionals on FINRA’s BrokerCheck.

Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer Member FINRA/SIPC and Investment Advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor.  Trilogy Wealth Advisors and Cambridge Investment Research, Inc. are not affiliated companies.

This communication is strictly intended for individuals residing in the states of  CA, CO, FL, GA, IL, IN, KS, KY, MI, MO, NC, NY, OH, PA, SC, TX, VA, WV.  No offers may be made or accepted from any resident outside the specific states referenced.