Team

tril * o * gy

According to popular definition, a “Trilogy” is a series of three related items that together create a complete work of art. While you might not consider our Wealth Management Process to be “art” in the traditional sense, we feel that the same qualities go into our work: technical knowledge, years of experience, quality tools, and a passionate commitment to excellence. The name Trilogy is a nod to the collaborative financial planning process our three founders envisioned.

Tom Hofbauer

Tom Hofbauer

Managing Partner
Economic & Investment Strategist

Jill Powers

Jill Powers

Managing Partner
Certified Financial Planner

Steve Hess

Steve Hess

Managing Partner
Certified Financial Planner

Adam Smith

Adam Smith

Managing Partner
Certified Financial Planner

Jean Throne

Jean Throne

Licensed Service Associate

Craig Bavin

Craig Bavin

Licensed Service Associate

Emily Altaffer

Emily Altaffer

Licensed Service Associate

Carey Faramelli

Carey Faramelli

Administrative Assistant

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Bryan Office

516 East High Street
Bryan, Ohio 43506
419-636-4001

Angola Office

211 East Maumee Street, Suite 101
Angola, Indiana 46073
260-319-4969