Aif® Cepa Windus Fernandez Brinkkord

Senior Vice President Of Wealth Planning at 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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Timeline

  • Senior Vice President Of Wealth Planning

    March, 2003 - present