Introduction To Trilogy

Posted by on Jul 14, 2011 in Introduction to Trilogy | Comments Off on Introduction To Trilogy

Why Trilogy? According to popular definition, a “Trilogy” is a series of three related items that together create a complete work of art. Trilogy Wealth Advisors is a culmination of many years of experience in personal wealth advisory services and the coming together of our three Managing Partners – Tom Hofbauer, Jill Powers, and Steve Hess – each with a different set of professional financial skills, that when combined, create a positive and professional planning experience for our clients. And while you might not consider our Peace of Mind...

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Meet The Team

Posted by on Jul 14, 2010 in Meet the Team | Comments Off on Meet The Team

Tom Hofbauer, Managing Partner Chief Investment Officer Tom Hofbauer directs the Private Portfolio Management for Trilogy Wealth Advisors. Formerly, Tom was the senior partner responsible for domestic and foreign options trading at Marquette Partners, a private money management group based in Chicago. He was also a floor trader on the Chicago Board of Options Exchange for 15 years before returning to Northwest Ohio with his family in 1997. Tom has a degree in Finance from Virginia Tech. A native of Montpelier, Ohio, Tom and his wife have two...

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