Trilogy Financial Services announced that it hired Amy Kane as Head of Wealth Planning. She will report to Mike Broker, Executive Vice President and Chief Strategy Officer, in the newly created role.
With 25 years of experience, Kane will oversee Trilogy’s wealth planning division. Her role includes responsibility for high net worth client solutions, designing scalable systems to support planning and streamlining advisor workflows.
“We are thrilled that Amy decided to bring her considerable talents to Trilogy,” said Broker. “Her expertise aligns perfectly with where we are taking the firm as we invest in enhancing our wealth management and financial planning support to give our advisors the latest tools, resources and solutions to serve the unique and increasingly sophisticated needs of their clients.”
Prior to Trilogy, Kane served as Senior Director and Head of Wealth Planning at Ashton Thomas Private Wealth. Before that, she was a Director at Baird in its Wealth Strategies Group, a Senior Wealth Planning Strategist at Wells Fargo and U.S. Bank, and an Executive Director at JPMorgan Private Bank.
“I am excited to join a firm with the momentum of Trilogy and the commitment to continually enhance its platform to respond to the growing needs of its advisors and the clients they serve,” said Kane.
Trilogy is a hybrid RIA owned and led by advisors with 10 regional offices. Headquartered in Irvine, California, the firm was founded in 1999 and currently has over $4 billion in client assets.
Michael Madden, Contributing Editor and Research Analyst at Wealth Solutions Report, can be reached at michael.madden@wealthsolutionsreport.com.
