Team
Arlene Hewitt
Protection Planner / Insurance Agent
Arlene* is an independent Protection Planning Executive. She spends time helping clients determine their insurance needs and designing protection plans including Health Insurance, Long Term Care and Disability to safeguard their love...
Bryttney Silvestris
Licensed Administrative Assistant
Bryttney started working in Finance with Trilogy in March 2012 as Administrative Assistant. Currently she handles Business Processing for the corporate back office. Bryttney is Series 6 certified and is currently prepping for her...
Elizabeth Caputo
Accounting
Lloyd Watnik
Social Security, Medicare, Governemnt Retirement Benefits Specialist
National public speaker and Federal civilian benefits specialist Lloyd D. Watnik is among the nation’s foremost authorities on Social Security, Medicare, and Government retirement benefits. Before retiring in 1994, Mr. Watnik was...
Mark Pahor
Lawyer, Corporate Formation
Mark Pahor* graduated from the University of New Hampshire School of Law (formerly the Franklin Pierce Law Center) in 2009. His initial focus was to practice in the areas of intellectual property dealing with patents and trademarks. In...
Mary Jacqueline Walden
Owner / Advisor
Tracey Kirk-Johnson
Realtor
My husband and I of 26 years have experienced the highs and lows of home ownership! Our children are 22, 20 and 18 and have grown up in the south Orange County area! I remember the thrill of buying our first home, the loss of that home...
Tracy Kayser
Lawyer, Estate Planning
Tracy* graduated from Southwestern University School of Law in 2004. She began to clerk for an experienced, 40+ year Trusts and Estates attorney, Harry A. Olivar, in Los Angeles, who became a friend and mentor for five years. In 2009,...