Team
tril * o * gy
According to popular definition, a “Trilogy” is a series of three related items that together create a complete work of art. While you might not consider our Wealth Management Process to be “art” in the traditional sense, we feel that the same qualities go into our work: technical knowledge, years of experience, quality tools, and a passionate commitment to excellence. The name Trilogy is a nod to the collaborative financial planning process our three founders envisioned.
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Tom Hofbauer
Managing Partner
Economic & Investment Strategist
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Jill Powers
Managing Partner
Certified Financial Planner™
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Steve Hess
Managing Partner
Certified Financial Planner™
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Adam Smith
Financial Planning Director
Certified Financial Planner™
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Blake Rockey
Financial Advisor
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Craig Bavin
Licensed Service Associate
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Emily Altaffer
Licensed Service Associate
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Carey Faramelli
Administrative Assistant
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Marissa Martinez
Administrative Assistant
Check the background of investment professionals on FINRA's BrokerCheck.
Bryan Office
516 East High Street
Bryan, Ohio 43506
419-636-4001
Angola Office
211 East Maumee Street, Suite 101
Angola, Indiana 46703
260-319-4969