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Trilogy Insurance & Financial Services Employee Directory

Financial ServicesTexas, United States0-1 Employees

Trilogy Insurance & Financial Services serves large brokerages and insurers by helping improve the performance of their producer distribution channels. It operates as a division of Trilogy Software, benefiting from the resources of one of the world’s largest privately held software companies, and is based in Austin, Texas.

Its software portfolio rests on patented technology recognized as an industry leader by Gartner Group, and the business is led by Joe Kelley, CLU, ChFC, a former Chairman and CEO of American General Life and Accident. The company sits within the financial services industry, focusing on improving the producer channel for insurers and brokerages. The organization appears to be a very small operation.

Find Trilogy Insurance & Financial Services employees' phone numbers or email addresses

Trilogy Insurance & Financial Services Global Highlights

Location
Employees

North America
103

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  • United States Of America
    103

Trilogy Insurance & Financial Services's Leadership

  • Stylized image of a person
    C. S.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. G.
    Vice President Of Wealth Management - Trilogy Financial
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. M.
    Vice President Of Wealth Planning
    Phone icon
    Mobile Phone
  • Stylized image of a person
    L. M.
    Vice President Client Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. N.
    Vice President Of Wealth Management
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. K.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. F.
    President And Financial Advisor
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. W.
    Managing Partner
    Phone icon
    Mobile Phone

Contact profiles from Trilogy Insurance & Financial Services

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    D. C.
    Wealth Associate
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    D. M.
    Investment Executive
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    G. L.
    Wealth Advisor
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    H. S.
    Retirement Planning Specialist
    Phone icon
    Mobile Phone
    Mar 06, 2024
  • Stylized image of a person
    L. M.
    Wealth Advisor
    Phone icon
    Mobile Phone
    United StatesColorado
    Oct 23, 2024
  • Stylized image of a person
    L. M.
    Finance Executive
    Phone icon
    Mobile Phone
    United StatesColorado
    Oct 23, 2024
  • Stylized image of a person
    L. R.
    Branch Administrator
    Phone icon
    Mobile Phone
    United StatesArizona
    Apr 23, 2025
  • Stylized image of a person
    M. O.
    Fitter Supervisor
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. V.
    Fitter Supervisor
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    M. O.
    Field Tech Specialist
    Phone icon
    Mobile Phone
    Jul 04, 2025

Frequently Asked Questions

What is Trilogy Insurance & Financial Services known for?

Minus sign iconPlus sign iconTrilogy Insurance & Financial Services was founded in 1998 operates in the Financial Services industry. The company's main headquarters is located in 401 Congress Avenue Suite 2650 Austin, Texas 78701 United States; you can contact the main corporate office by phone at
+1-512-874-****
. Explore Trilogy Insurance & Financial Services's company overview page for more information.

What is Trilogy Insurance & Financial Services's most common email format?

Minus sign iconPlus sign iconTrilogy Insurance & Financial Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Trilogy Insurance & Financial Services email formats with LeadIQ.

How many employees does Trilogy Insurance & Financial Services have currently?

Minus sign iconPlus sign iconTrilogy Insurance & Financial Services has approximately 1 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are Trilogy Insurance & Financial Services's key employees and leadership?

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As of May 2026, Trilogy Insurance & Financial Services's key employees include:

  • Chief Financial Officer: C. S.
  • Vice President Of Wealth Management - Trilogy Financial: A. G.
  • Vice President Of Wealth Planning: C. M.
  • Vice President Client Services: L. M.
  • Vice President Of Wealth Management: M. N.

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