Our Team

Leadership Team

Hal Levenson

Founder & Chief Visionary Officer

Making the Difference that Counts

Andrea Grubb

Chief Integrator Officer

Putting the Pieces of the Puzzle Together

Beth Renga

Director of Client Management & Product Services

Building Trust One Relationship at a Time

Tamie Palatine

Director of Sales Support & Marketing

Sharing the Story of our ‘Why’

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

Jeff Bruno

Alliance Partner

Your Financial Partner for Business Clarity

Marc Celentana, PhD

Alliance Partner

Find the Intersection of Insight and Inspiration

Tamarra Causley Robinson

Alliance Partner

Live your Life on Purpose

Nicolette Chin

Alliance Partner

Optimizing Bookkeeping for your Small Business

Christine Connolly

Alliance Partner

Helping Small Businesses Make Dollars and Cents of it All

Bill Ehrhardt

Alliance Partner

Delivering More Professional and Personal Success

Ted Federici

Alliance Partner

Reach your Full Potential

Walter Killough

Alliance Partner

Focused on Improving your Bottom Line

Monica Justice

Alliance Partner

Helping Business Owners Get what they Want from their Business

Chip Loeb

Alliance Partner

Maximizing Value through Innovative Thinking, Strategic Insights and Strong Leadership

Adam Magerman, PhD

Alliance Partner

Creating Growth through Meaningful Dialogue

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

James Rutt

Alliance Partner

Management Solutions for Privately Owned Businesses

Kelley Tate

Alliance Partner

Committed to Adding Value and Exceeding Expectations

Blair Turner

Alliance Partner

Developing People, Delivering Results

Loida Wilson

Alliance Partner

Improving Organizations and the People who Manage Them

Denise Yosafat

Alliance Partner

Helping Leaders Make Choices that Lead to Stellar Results

Joe Zeigler

Alliance Partner

Delivering Results that Maximize Value