Trilogy Financial Services Welcomes Hayley Henningsen
Trilogy Financial Services is reinforcing its commitment to growth with the recent appointment of Hayley Henningsen as Vice President of Business Development. This strategic move is expected to help the firm reach its ambitious growth targets while enhancing its operations in the advisory sector.
About Hayley Henningsen
Henningsen brings over eight years of valuable experience in business development. Her previous role as Associate Director of Business Development at Sowell Management involved working closely with financial advisors. She played a crucial role in transitioning practices into the Independent RIA channel, thereby fostering relationships that positively affected both advisors and their clients.
Focus on Growth and Expansion
In her capacity at Trilogy, Henningsen will focus on sourcing and finalizing acquisition deals aimed primarily at mid-sized Registered Investment Advisors (RIAs) and financial advisory practices across the country. Her approach will center on identifying firms that not only align with Trilogy's goals but also complement its mission and values.
Henningsen's Vision for Trilogy
Expressing her enthusiasm for joining the Trilogy team, Henningsen stated that success in the advisory industry goes beyond mere numbers. She emphasized the importance of fit, noting that the relationship-first methodology will guide her endeavors as she works to find the right partners that align with Trilogy's selective expansion strategy.
Trilogy's Growth Strategy
Trilogy Financial Services has established a reputation for its advisor-led approach, enabling it to cater effectively to both advisors and clients. The firm boasts ten regional offices and is headquartered in Irvine, California. Founded in 1999, Trilogy has consistently focused on empowering financial advisors so that they can serve their clients better.
The launch of their RIA, Trilogy Capital, in 2016, marked a significant milestone, aimed at furthering client-focused growth within the advisory landscape. Recent initiatives include the establishment of the MACK Service Center, honoring co-founder Kevin Mackintosh, which aims to enhance the customer experience through centralized service support.
Commitment to Advisory Excellence
With more than $4 billion in advisory and brokerage assets, Trilogy is not only focused on capital but also on creating sustainable relationships that benefit everyone involved. The firm prepares its advisors to tackle the evolving financial landscape through innovative strategies that promote growth.
Trilogy's multi-generational advisor teams put a strong emphasis on collaboration and a client-first ethos that enhances service quality and builds trust across generations. Henningsen’s hire represents a significant step toward realizing the company's future vision by reinforcing its pursuit of strategic growth avenues in the wealth management sector.
Frequently Asked Questions
Who is Hayley Henningsen?
Hayley Henningsen is the newly appointed Vice President of Business Development at Trilogy Financial Services, specializing in advisor relations and strategic growth.
What will Henningsen focus on in her new role?
She will concentrate on sourcing and closing acquisition deals, specifically targeting mid-sized financial advisory practices to align with Trilogy's strategic goals.
What is Trilogy Financial Services known for?
Trilogy is recognized for its advisor-led approach and commitment to facilitating financial independence for both advisors and their clients.
How many regional offices does Trilogy have?
Trilogy operates ten regional offices across the United States and is headquartered in Irvine, California.
What are Trilogy's future aspirations?
The firm aims for deliberate and selective expansion within the wealth management industry, focusing on partnerships that resonate with its culture and values.
