Trigon Family Wealth

Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


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Team photo for Trigon Family Wealth
Team photo for Trigon Family Wealth

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Advisors

Advisor photo for Stephen Zaiss

Stephen Zaiss

CFP®

Financial Advisor

Managing Director
Visit Stephen Zaiss's website


Team

Bridget Lozano

Bridget Lozano

Registered Client Service Associate

Harleen Bajwa

Harleen Bajwa

Global Client Service Associate

Pam Campbell

Pam Campbell

Lead Client Service Associate