About Us
Founders Message
I built Trio Wealth Advisory to be a one-stop network of professionals built on a core foundation of Trust, Transparency, and Teamwork. Trio is designed to create bridges between three fundamental financial pillars; Wealth Management, Tax Planning, and Estate Planning. By bridging the communicative gap and filling the coaching role, our team provides the foundation in which our clients can build the entirely of their financial plan upon.
As fiduciary advisors, we provide true independence, client focused strategies, and professional partners tailored to the most meaningful elements of long-term financial success. Our open-architecture platforms and technologies allow for seamless integration by industry professionals, in-house partners, and clientele.
Our success is measured by our client’s success. We are here to help, first and foremost, and we are here to facilitate an environment that empowers the successful outcomes our clients have envisioned for themselves and their families. I am truly blessed to be able to help people in some of the most important decisions they will make in their lives, and I am very fortunate to have developed a team of like-minded professionals. Welcome to our website. Welcome to our team. We look forward to the next steps!
Our Team
A team is a 3 legged stool. Successful outcomes need balance in all three legs. Our advisory practice assumes the role of coach. We work for YOU, i.e. the owners of the team. Our job is to provide leadership in positioning the players on the team. Players may be professionals in specific practice areas, investments and/or products to help achieve solutions, or simply sound consultative advice. As coaches we provide plans, recommendations, and the resources necessary to empower clear, confident decision-making.
meet some of the team
team members
Meet the team
Derek Wilkerson
Heidi Durant
Andy Osby
Matthew Bollman
Al Stockwell
Some of our partners
We like to surround ourselves with good people
