Sean Covi CFP®, CLU®, AIF, VP Advanced Planning is a founding member of the leadership team at Trilogy. His experience includes business cost remediation, business owner and executive benefit programs, corporate risk management, financial planning, insurance, investments, estate planning, tax planning, retirement planning and employee benefit programs. (Securities & advisory services offered through National Planning Corporation (NPC), Member FINRA/SIPC, a Registered Investment Adviser. Trilogy & NPC are separate & unrelated.)