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
Advisor photo for Chad Dyson

Chad Dyson

APMA®

Financial Advisor

Managing Director
Visit Chad Dyson's website
Advisor photo for Sydney McCall

Sydney McCall

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Sydney McCall's website
Advisor photo for Tena L Kautz

Tena L Kautz

ChFC®, CASL®

Private Wealth Advisor

Managing Director
Visit Tena L Kautz's website


Team

Pam Campbell

Pam Campbell

Lead Client Service Associate

Bridget Lozano

Bridget Lozano

Registered Client Service Associate

Harleen Bajwa

Harleen Bajwa

Global Client Service Associate