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Trella Advisory Group Flower

Our Story

At Trella, our mission is to support and guide the growth and harmony of families. Our interdisciplinary team works together so that you can weather storms and surmount challenges. Trella uplifts your family enterprise, providing clarity and understanding, so that you see progress and success. As a family with or without an operating business, achieving your vision is our mission.

 

Trella is a source of resource and respite for enterprising families, including family businesses and families of wealth. Our team of consultants and educators comprises strategic thinkers and experts in varied backgrounds to provide you with thoughtful guidance and individual pathways to growth.

 

United by our mission, we are dedicated to yours.

Take your family enterprise to the next level

Trella offers a private, confidential environment of highly skilled interdisciplinary advisors. We can help families of wealth and family businesses overcome difficult and sensitive issues and take advantage of future opportunities so you continue to grow and evolve.

Our Story

Our Team

Judi Cunningham

Judi Cunningham

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Katherine Bright

Katherine Bright

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Dawn Schooler

Dawn Schooler

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Todd Garretson

Todd Garretson

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Eliot Raibl

Eliot Raibl

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Paul Coleman

Paul Coleman

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Laura Barton

Laura Barton

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Carly D'Orazio

Carly D'Orazio

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Russel Baskin

Russel Baskin

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Robyn Hooper

Robyn Hooper

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Kathy McLaughlin

Kathy McLaughlin

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Martha Prentice

Martha Prentice

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