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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

Founder

Robyn Hooper

Robyn Hooper

Consultant

Julia Chung

Julia Chung

Consultant

Russel Baskin

Russel Baskin

Consultant

Dawn Schooler

Dawn Schooler

Consultant

Todd Garretson

Todd Garretson

Consultant

Katherine Bright

Katherine Bright

Consultant

Dave Galloway

Dave Galloway

Consultant

Carly D'Orazio

Carly D'Orazio

Operations Manager

Paul Coleman

Paul Coleman

Consultant

Laura Barton

Laura Barton

Consultant

Martha Prentice

Martha Prentice

Controller

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