Trilogy Financial
Windus Fernandez Brinkkord began their career in the financial services industry in 2003 with Trilogy Financial Services. Windus held roles as Senior Vice President of Wealth Planning and Vice President of Investments, where they offered clients a thoughtful and patient approach to wealth planning. Windus is passionate about helping individuals achieve financial freedom and security.
In addition to their work with Trilogy Financial, Windus served as a Board Member for Adjoin starting in 2023. Windus also served on the board of Traveling Stories from 2018 to 2021, where they helped guide the board through fundraising goals and growth, as well as navigating the challenges presented by the pandemic.
Furthermore, Windus was an Advisory Board Member for Wounded Warrior Homes from 2010 to 2018, where they assisted the non-profit organization in planning and raising funds. Windus served as President of the Board until January 2014. Before their career in the financial services industry, Windus interned at USIS in 2002.
Overall, Windus Fernandez Brinkkord has a diverse range of experiences in the financial services industry and non-profit sector, demonstrating their commitment to helping others achieve their financial goals and make a positive impact on their communities.
Windus Fernandez Brinkkord, AIF® CEPA obtained a Bachelor of Arts degree in International Relations from the University of San Diego between 1999 and 2002. Additionally, Windus has obtained the certification of Certified Exit Planning Advisor from the Exit Planning Institute in July 2020. There is also a mention of Windus being an AIF, which stands for Accredited Investment Fiduciary, obtained from the Center for Fiduciary Studies, although no specific information is provided regarding the date of obtaining this certification.
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Trilogy Financial
Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast. Trilogy prides itself on its comprehensive training program and support staff. We offer a wide range of support to each other and to newer representatives – from challenging and expanding the knowledge of experienced advisors, to offering step-by-step learning from the ground up for individuals looking for a career in the financial services industry. Trilogy’s strong work ethic and pursuit of excellence has earned their representatives and the company itself, top awards in a variety of venues – from a multitude of industry-related perspectives to some of the most important community-related interests. Visit us at http://www.facebook.com/trilogyfs The registered individuals of Trilogy Financial are registered representatives with, and Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Trilogy Capital, LLC, a registered investment advisor. Trilogy Financial and Trilogy Capital, LLC are not affiliated with LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Trilogy Capital, Inc. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Trilogy Capital, Inc. or any other person. While such sources are believed to be reliable, Trilogy Capital, Inc. does not assume any responsibility for the accuracy or completeness of such information. Trilogy Capital, Inc. does not undertake any obligation to update the information contained herein as of any future date.