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Meet our highly qualified network of tenured specialists, who are excited to get to know you and your goals. Together we will create a customized financial plan – so you can enjoy the journey.

Who we are

Our Team

Whether it’s individual wealth management, insurance solutions, or corporate retirement plans, we’re communicators, experts, and doers – proactive partners who help you meet immediate goals, build generational wealth, craft and manage robust retirement plans, and much more.

Stefan R Brecher

Financial Advisor

Paul J Greenberg CLU®, ChFC®

Financial Advisor

Clay Brinson CFP®

Retirement Planning Specialist

Robert B Spencer CFA®, CFP®, RICP®

Wealth Management Advisor

Tom Vitale CFP®, CLU®, ChFC®, CLTC®

Wealth Management Advisor

Matthew Steven Cesari CFP®, CLU®

Financial Advisor

Kevin M. McNemar CFP®, CLU®

Associate Wealth Management Advisor

Jennifer L Waletzke

Associate Financial Representative

Bonny K Bivone CLU®, CLTC®

Associate Financial Advisor

Leah M Hillock

Retirement Plan Specialist

Hannah Stout

Retirement Plan Specialist

Ashley E Mullis

Director of New Business and Communications

Malia P Metzner

Marketing Coordinator

Elizabeth G Zwang CRPS®

Retirement Plan Specialist

Network of Specialists

Through Northwestern Mutual, Trilogy Financial has access to a network of specialists locally and across the country. We help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Bob Pozatek

Financial Advisor