Our Team

Leadership Team

Hal Levenson
Founder & Chief Visionary Officer
Making the Difference that Counts
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Andrea Grubb
Chief Integrator Officer
Putting the Pieces of the Puzzle Together
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Beth Renga
Director of Client Management & Product Services
Building Trust One Relationship at a Time
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Tamie Palatine
Director of Sales Support & Marketing
Sharing the Story of our ‘Why’
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Our Alliance Partners

Trilogy’s team of committed and experienced industry professionals who share
one common goal, to help you achieve your vision.

John Baldino
Alliance Partner
Setting Others up for Success
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Jeff Bruno
Alliance Partner
Your Financial Partner for Business Clarity
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Marc Celentana, PhD
Alliance Partner
Find the Intersection of Insight and Inspiration
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Tamarra Causley Robinson
Alliance Partner
Live your Life on Purpose
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Nicolette Chin
Alliance Partner
Optimizing Bookkeeping for your Small Business
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Christine Connolly
Alliance Partner
Helping Small Businesses Make Dollars and Cents of it All
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Dave Crane
Alliance Partner
Profitable Growth Through Connection
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Bill Ehrhardt
Alliance Partner
Delivering More Professional and Personal Success
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Ted Federici
Alliance Partner
Reach your Full Potential
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Walter Killough
Alliance Partner
Focused on Improving your Bottom Line
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Chip Loeb
Alliance Partner
Maximizing Value through Innovative Thinking, Strategic Insights and Strong Leadership
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James Rutt
Alliance Partner
Management Solutions for Privately Owned Businesses
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Kelley Tate
Alliance Partner
Committed to Adding Value and Exceeding Expectations
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Blair Turner
Alliance Partner
Developing People. Delivering Results.
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Loida Wilson
Alliance Partner
Improving Organizations and the People who Manage Them
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Denise Yosafat
Alliance Partner
Helping Leaders Make Choices that Lead to Stellar Results
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