Welcoming a New Leader in Wealth Planning
A seasoned professional with 25 years of experience aims to improve wealth management and financial planning for advisors and clients.
Trilogy Financial Services Expands Leadership Team
Trilogy Financial Services, a recognized national financial advisory firm managing over $4 billion in client assets, has recently appointed Amy Kane, a distinguished CPA and CFP, as the Head of Wealth Planning. This new role is crucial, and Kane will report directly to Mike Broker, the firm's Executive Vice President and Chief Strategy Officer.
Enhancing Wealth Management Solutions
In her capacity as Head of Wealth Planning, Kane is set to lead the firm's wealth planning division, focusing on superior financial planning and wealth solutions tailored to the unique needs of high-net-worth clients. She will design efficient systems that will help advisors streamline their workflows and better align with Trilogy's objectives, enhancing both effectiveness and client satisfaction.
A Commitment to Excellence
Mike Broker expressed his enthusiasm, stating, "We are thrilled that Amy decided to bring her considerable talents to Trilogy. Her expertise aligns perfectly with where we are taking the firm as we invest in enhancing our wealth management and financial planning support to give our advisors the latest tools, resources, and solutions to serve the unique and increasingly sophisticated needs of their clients. Amy is the right person to balance the client-facing and operational leadership demands of this important new position. We look forward to working with her to establish a truly first-class wealth platform."
A Journey of Accomplishment
Prior to joining Trilogy, Kane served as the Senior Director and Head of Wealth Planning at Ashton Thomas Private Wealth. There, she concentrated on intricate estate and trust matters, tax planning, and developing wealth strategies for advisors. Her career also includes significant roles at Baird’s Wealth Strategies Group, Wells Fargo, U.S. Bank, and JPMorgan Private Bank, where she worked closely with high-net-worth individuals and families.
Educational Background and Professional Development
Kane is a proud graduate of Indiana University's Kelley School of Business. Over the years, she has achieved several professional designations, including becoming a Certified Public Accountant (CPA) in 2003, earning her Certified Financial Planner® (CFP®) certification in 2005, attaining Certified Trust and Fiduciary Advisor (CTFA) status in 2007, and becoming a Certified Divorce Financial Analyst® (CDFA®) in 2017.
Vision for the Future
Upon joining Trilogy, Kane expressed her enthusiasm for the firm’s growth and its dedication to meeting the evolving needs of advisors and their clients. She remarked, "Over my years of creating and managing wealth planning strategies for complex, high-net-worth clients, I've learned that no two scenarios are the same. While the basic technical aspects of wealth management are important, planning is an ongoing conversation with a client. It's a dialogue, not a document. Trilogy has this same philosophy and is putting the resources behind scaling its wealth management offering."
About Trilogy Financial Services
Trilogy Financial Services is an advisor-founded, owned, and led Hybrid RIA operating across 10 regional offices with headquarters located in Irvine, California. Established in 1999, Trilogy focuses on empowering financial advisors to deliver superior services to their clients while also aiding everyday Americans in achieving financial independence. The firm's team approach creates strong collaborative relationships, ensuring a client-first mentality at all levels. Trilogy's multi-generational advisor teams offer continuous support, thereby building trust for future generations. Their RIA, Trilogy Capital, was founded in 2016 and remains a primary driver of the firm’s growth. Most recently, in 2023, Trilogy introduced the MACK Service Center, honoring late co-founder Kevin Mackintosh, which aims to centralize services and enhance client support and advisory services. Today, Trilogy boasts more than $4 billion in advisory and brokerage assets with financial advisors active across the nation.
Frequently Asked Questions
Who has been appointed as the Head of Wealth Planning at Trilogy?
Amy Kane has been appointed as the new Head of Wealth Planning at Trilogy Financial Services.
What is the significance of Amy Kane's role at Trilogy?
As Head of Wealth Planning, Amy Kane will lead the firm's wealth planning division, focusing on enhancing financial solutions for high-net-worth clients.
What previous experience does Amy Kane bring to Trilogy?
Kane has 25 years of experience in financial services, having held leadership roles at various prestigious institutions, including Ashton Thomas Private Wealth.
What philosophy does Trilogy Financial Services prioritize in their approach?
Trilogy emphasizes a client-first philosophy, valuing ongoing conversations and customized planning over one-time documents.
When was Trilogy Financial Services established?
Trilogy Financial Services was established in 1999, with a mission to empower both advisors and clients.
