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.
Tom Hofbauer
Managing Partner
Economic & Investment Strategist
Jill Powers
Managing Partner
Certified Financial Planner™
Steve Hess
Managing Partner
Certified Financial Planner™
Adam Smith
Financial Planning Director
Certified Financial Planner™
Steve Fireovid
Financial Advisor
Jean Throne
Licensed Service Associate
Craig Bavin
Licensed Service Associate
Emily Altaffer
Licensed Service Associate
Carey Faramelli
Administrative Assistant
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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