Hal Levenson, CPA
Founder and Chief Visionary Officer
Hal Levenson is the founder of Trilogy Partners, LLC and serves as the Chief Visionary Officer. He leverages his skills in collaboration, partnering, trust building and deep business acumen in order to create personal and business transformation in our clients. These unique capabilities help clients build value in their business while achieving financial security and peace of mind. A... Read Full Bio Here
Andrea Grubb
Chief Integrator Officer
As Chief Integrator Officer, Andrea is responsible for providing company leadership, direction and internal process oversight. Her 20+ years of experience includes serving as Chief Operating Officer for Forest Incentives, Ltd., a for-profit fulfillment and development resource for public broadcasting television and radio stations as well as having her own sucessful consulting business.  She... Read Full Bio Here
Susan Ackerman
Director of Engagements
As Director of Engagements for Trilogy, Susan manages client engagements in addition to serving as the liasion with our Alliance Partners. With more than 30 years of corporate experience, Susan enjoys aligning Trilogy’s organizational goals with best business practices, and ensures excellent client service is delivered to and by Trilogy Alliance Partners. Susan also develops and implements... Read Full Bio Here
Tamie Palatine
Director of Marketing
As Director of Marketing, Tamie is responsible for ensuring that all customers are fully aware of Trilogy’s vision, services and educational opportunities. In addition, she ensures that all messaging is consistent and represents the WHY behind Trilogy’s purpose. After graduating Rutgers University with a Bachelors of Communications and English, Tamie started a sales career with Hallmark... Read Full Bio Here
Carter Gardy
Director of Business Development
As the Director of Business Development at Trilogy Partners, Carter is responsible for lead generation, brand awareness and new business acquisition and development. Prior to joining Trilogy Partners, he worked at a major financial institution as a Senior Sales Executive. His primary responsibilities were, sales, strategic relationship building and business partnering initiatives. This resulted... Read Full Bio Here
Tom Aiken
Alliance Partner
John Baldino
Alliance Partner
Doug Brown
Alliance Partner
Jeff Bruno
Alliance Partner
Marc Celentana, PhD
Alliance Partner
Andrea Citranglo
Alliance Partner
Robert DeSimone
Alliance Partner
Bill Ehrhardt
Alliance Partner
Ted Federici
Alliance Partner
Don Feldman, CPA
Alliance Partner
Mark Hodges
Alliance Partner
Mark Hofmaier, CPC
Alliance Partner
Ellyn Ito
Alliance Partner
Lisa Joswick
Alliance Partner
Linda Kennyhertz
Alliance Partner
Walter Killough
Alliance Partner
Loida Noriega-Wilson
Alliance Partner
Peter Lachance
Alliance Partner
James Rutt
Alliance Partner
Steve Smolinsky
Alliance Partner
Rip Tilden
Alliance Partner
Blair Turner
Alliance Partner
Michael VanPatten
Alliance Partner
Bill Voltmer
Alliance Partner
Frank Waung
Alliance Partner
Jack Wellman
Alliance Partner