Broker Check

979-245-0649

2041 Avenue F. Suite A
Bay City, TX 77414

281-363-0930

26515 I-45 North
Spring, TX 77380

281-313-4015

235 River Grove Road
Sugar Land, TX 77478

 

Team

At Trilogy Wealth Management, we believe that a teamwork approach adds a broader perspective to what we do and provides increased benefits to clients.

We can help you address:

  • Retirement distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Trilogy Wealth Management can help you create an approach that is designed to address your individual situation. 

 

Terry Farrar, CFP®

CERTIFIED FINANCIAL PLANNERâ„¢

979-245-0649

After completing my education at Baylor University and Southwestern Baptist Theological Seminary, I moved to Bay City along with my wife, Dianne, in 1984 to serve as the Minister of Youth and Activities at First Baptist Church. In 1991...

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Mark focuses on helping individuals and small business owners achieve financial peace of mind through education to instill confidence in decision-making. With Mark’s unique use of stories and analogies, he simplifies the financial...

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After completing his masters at Harding University in 1979, Robert moved to The Woodlands, Texas, along with his wife Kaye and pursued a career in teaching and coaching at McCullough High School. In 1989, he left education and started...

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INVESTMENT ADVISORY REPRESENTATIVE*- Series 65 -May 27, 2001CERTIFIED FINANCIAL PLANNER™ -CERTIFICATE# 065284 June 5, 2000Financial Planning Program - University of Houston -Completed 1999 Registered Representative* - Series 63...

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Jim focuses on helping individuals achieve both financial & life wealth by engaging them in the Circle of Life journey. "My goal is to simplify and improve the lives of people by inspiring them to implement financial and life wealth...

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After graduating from The University of Texas with an accounting degree, I received my CPA license in 1987. Spent 30 plus years in public and private accounting with the majority of the time spent preparing tax returns. I obtained my...

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Janice Rivas

Implementation Specialist

979-245-0649

979-245-4573

Janice has been with Farrar Financial Group for 13 years serving as Terry’s Assistant. She came to Farrar Financial Group with 21 years of client service experience. Her experience comes from working for a mortgage company as a...

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Kelsey Krobot brings many years of customer service experience and is most outstandingly a ‘people person.’ Kelsey has gained much of her administrative experience working from a local attorney’s office. Among her duties of being...

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Kaye is the office administrator. She specializes in making sure everything runs smoothly and is committed to exceeding their clients’ and future clients’ expectations. Kaye grew up in Conway, Arkansas, and was graduated from the...

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