Our Team

Bay City

• 

  Terry Farrar, CFP®

  Owner

  Phone Number 979-245-0649

  Email terry@trilogywm.com

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• 

  Chris Christensen, CPA

  Associate

  Phone Number 979-319-4021

  Email chrisc@trilogywm.com

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• 

  Kelsey Hayden

  Minister of First Impressions

  Phone Number 979-245-0649

  Email kelsey@trilogywm.com

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• 

  Janice Rivas

  Implementation Specialist

  Phone Number 979-245-0649

  Email janice@trilogywm.com

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• 

  Wayne Farrar

  CPA, CFP®

  Phone Number 8173377879

  Email wayne@trilogywm.com

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Schulenburg

• 

  Mark Hudec

  Partner

  Phone Number 713-854-1335

  Email mark@markhudec.com

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Woodlands

• 

  Robert Shock

  Partner

  Phone Number 281-363-0930

  Email jrshock@unitedplanners.com

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• 

  Chris Wright, CFP®

  Representative

  Phone Number 281-419-8906

  Email ccwright@unitedplanners.com

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• 

  Jim Webb, CFP®

  Partner

  Phone Number 2816391448

  Email jim@trilogywm.com

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• 

  Kaye Shock

  Administrative Assistant

  Phone Number 281-363-0930

  Email kaye@trilogywm.com

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• 

  Jim Kalinowski

  Partner

  Phone Number 281-948-1977

  Email jkalinowski@unitedplanners.com

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