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

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Our advisors

Advisor photo for Stephen Zaiss

Stephen Zaiss

CFP®

Financial Advisor

Managing Director
Learn more about Stephen Zaiss Visit Stephen Zaiss's website
Advisor photo for Chad Dyson

Chad Dyson

APMA®

Financial Advisor

Managing Director
Learn more about Chad Dyson Visit Chad Dyson's website
Advisor photo for Tena L Kautz

Tena L Kautz

ChFC®, CASL®

Private Wealth Advisor

Managing Director
Learn more about Tena L Kautz Visit Tena L Kautz's website
Advisor photo for Sydney McCall

Sydney McCall

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Sydney McCall Visit Sydney McCall's website


Our 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