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
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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Bill Ehrhardt
Alliance Partner
Delivering More Professional and Personal Success
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Michelle Gelinas
Alliance Partner
Creating Clarity in Vision and Discernment in Decision Making for Optimal Success
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Brett Griffith
Alliance Partner
Growing Stronger
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Monica Justice
Alliance Partner
Helping Business Owners Get what they Want from their Business
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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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Adam Magerman, PhD
Alliance Partner
Creating Growth through Meaningful Dialogue
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Rick Nelson
Alliance Partner
Passion to help frustrated entrepreneurs break through to get what they want from their business and to lead a better life
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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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Joe Zeigler
Alliance Partner
Delivering Results that Maximize Value
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