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Trilogy Financial Services Expands Leadership Team

Trilogy Financial Services, a nationally recognized financial advisory firm, has announced a significant addition to its leadership team. On September 30, 2025, it revealed the hiring of Amy Kane, a seasoned expert with 25 years of extensive experience in the financial services sector, as the new Head of Wealth Planning. This strategic move is set to further enhance the firm’s already stellar offerings in wealth management and financial planning.

A New Chapter for Trilogy Financial

As the firm continues to grow, managing over $4 billion in client assets, the decision to appoint Kane reflects Trilogy's commitment to providing top-notch financial solutions to its clients. In her new role, Kane will oversee the firm's wealth planning division, ensuring the delivery of high-quality financial strategies tailored for high-net-worth clients. This includes implementing scalable systems designed to support consistent and efficient wealth planning, improving advisor workflows, and aligning initiatives with Trilogy's broader business goals.

Mike Broker, Trilogy's Executive Vice President and Chief Strategy Officer, expressed his enthusiasm for Kane's arrival. He stated, "We are thrilled that Amy decided to bring her considerable talents to Trilogy. Her expertise aligns perfectly with where we are heading as a company. Our aim is to enhance our wealth management and financial planning support for our advisors, equipping them with the latest tools and resources to meet our clients' evolving needs."

Kane’s Expertise and Vision

Kane’s career has been distinguished by her focus on creating effective wealth planning solutions, especially for complex estate and trust situations. Prior to joining Trilogy, she served as the Senior Director and Head of Wealth Planning at Ashton Thomas Private Wealth, where her responsibilities revolved around tax planning strategies and providing tailored wealth solutions. Her background includes significant roles at Baird, Wells Fargo, U.S. Bank, and JPMorgan Private Bank, where she honed her skills in wealth management.

With a robust educational background from Indiana University's Kelley School of Business, Kane holds multiple prestigious designations, including Certified Public Accountant (CPA), Certified Financial Planner (CFP®), Certified Trust and Fiduciary Advisor (CTFA), and Certified Divorce Financial Analyst (CDFA®). Her comprehensive experience and credentials position her ideally to spearhead Trilogy's wealth planning efforts.

"I am excited to join a firm with the momentum of Trilogy and a dedication to enhancing its platform in response to the evolving needs of clients and advisors," Kane remarked. She emphasizes the importance of wealth planning as an ongoing dialogue with clients rather than a static document, a philosophy that resonates with Trilogy’s client-centric ethos.

About Trilogy Financial Services

Founded in 1999 and headquartered in Irvine, California, Trilogy Financial Services is an advisor-founded, -owned, and -led Hybrid Registered Investment Advisor (RIA) with 10 regional offices across the nation. The firm's mission is twofold: to empower financial advisors to become better resources for their clients and to assist everyday Americans in achieving financial independence. With a focus on client-first principles and collaboration, it has established multi-generational advisor teams to provide lasting support for clients.

Trilogy's recent initiatives include the launch of Trilogy Capital in 2016 and the MACK Service Center in 2023, dedicated to centralizing service and support and enriching client advisory experiences. By integrating top talent like Amy Kane into its leadership, Trilogy aims to pioneer new heights in wealth management, continually adapting to the sophisticated needs of its clients.

To learn more about the services offered by Trilogy Financial Services and their commitment to excellence, visit www.trilogyfs.com.