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Management Team | |
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To learn more about each member of TriCor's Management Team, click on the name below: Frank
Aguilar, President "Our duty is to proceed as if limits to our ability do not exist."
As the Founding, President and Registered Representative of TriCor Financial, LLC, Frank Aguilar oversees and monitors business production, implements sales supervision policies and procedures and provides management support. Frank takes pride in playing an active role in all aspects of the firm, whether it is assisting on the operational side or sales side of the business.
Frank approaches his everyday workload with a sense of urgency, always seeking to make things happen. At TriCor, Frank has surrounded himself with gifted individuals, people who focus on a goal as a team. Frank takes experience gained in his past work projects and applies it to the growth of TriCor. Frank is a member of the Las Vegas Chamber of Commerce. Frank's passions include spending time with his wife, Patty, and sons, Chris and Nicholas, and boating, tennis and golf. TriCor Financial, LLC (TriCor), member FINRA, SIPC. Send an Email to Frank Aguilar Patty Aguilar, Director of Business Development & Senior Vice President Certifications and Awards:
As Senior Member and Director of Business Development of TriCor Financial, LLC, Patty Aguilar focuses on client relations. She actively seeks strategic alliances for the firm while providing management and support to the TriCor team. Heavily involved in the Southern Nevada Community, Patty is active in a number of organizations: Board Member of Opportunity Village, Latin Chamber of Commerce (Past Board Member), Nevada Minority Purchasing Council (Past Board Member), Las Vegas Chamber of Commerce, Southern Nevada United Cerebral Palsy Association (Past Board Member) and Southern Nevada Special Olympics (Past Board Member). She is also a member of The Social Register. Patty focuses on catering to customers' needs; staying in close contact is a top priority. Patty is proud to work with her husband, TriCor Founder and President, Frank Aguilar. Her goal is to continue to build the family operation of TriCor while maintaining a family life balance for herself as well as the other TriCor associates. Patty enjoys challenges, in her personal and work life. A Nevada resident for 24 years, Patty enjoys spending off-time with her family, boating, traveling and playing tennis. TriCor Financial, LLC (TriCor), member FINRA, SIPC. Send an Email to Patty Aguilar John A. Barragan III, Senior Vice President Certifications and Awards:
John Barragan specializes in providing clients with financial planning and investment analysis. John works closely with clients to develop customized financial strategies incorporating asset allocation, asset management, retirement planning, college planning, tax and estate planning.
John graduated with a degree in finance from the University of Nevada Las Vegas. He is currently completing his MBA at Westminster College and is a candidate for the Certified Financial Planner (CFP®) designation in 2007. A native of Las Vegas, Nevada, John and his family relocated to Park City, Utah in 2005. John serves on the board of Habitat for Humanity for Summit and Wasatch counties, the Swaner Nature Preserve, the investment committee for the National Ability Center, the finance committee for the Park City Board of Realtors and manages investments for other non-profits in Salt Lake City. In addition to his professional commitments and extensive volunteer activities, John enjoys skiing, snowboarding, mountain biking, triathlons, fly fishing and being with his family. TriCor Financial, LLC (TriCor), member FINRA, SIPC. Send an Email to John A. Barragan III Kevin J. Cusack, MBA, CFP®, General Securities Principal and Senior Vice President "Take time each day to be kind to someone."
As an Investment Professional, Senior Member, and Registered Representative of TriCor Financial, LLC., Kevin Cusack concentrates on providing clients with a plan to help reach their financial goals. Kevin specializes in retirement planning, college planning and portfolio management.
Kevin is a Certified Financial Planner™ professional and a registered Investment Advisor Representative. He appreciates the management philosophy at TriCor that allows him to give a very high level of personal service to clients. Kevin is proud of his ability to maintain such high standards as financial professional. Kevin feels a deep connection to Southern Nevada and is dedicated to raising his family here while continuing to grow professionally. Kevin appreciates Las Vegas' many golf choices, and enjoys tasting fine wines and cooking for family and friends. TriCor Financial, LLC (TriCor), member FINRA, SIPC. Elizabeth Delgado-Schuetze, Director and Senior Vice President "The secret of success is consistence of purpose."
As a Director, Senior Vice President, and Registered Representative of TriCor Financial, LLC, Elizabeth Delgado-Schuetze specializes in prudent, creative retirement planning. By evaluating clients' short- and long-term goals, Elizabeth gives clients tools and information to help them reach those goals. This approach includes consideration of college planning, estate planning, and customized retirement plan strategies.
All facets of a client's financial situation are considered when creating an appropriate financial plan. An active asset management approach and asset allocation models help maintain the proper balance among various investments. Elizabeth performs quarterly portfolio analysis during which the clients' financial and personal needs as well as economic changes are evaluated. This value and disciplined approach to investing, combined with exceptional ongoing client service and account maintenance, helps Elizabeth form long-lasting relationships with clients. Elizabeth's hallmark is "going the extra mile" for clients, providing a personal touch while participating in the role of helping people reach their financial goals. Elizabeth takes great pleasure traveling, reading, and spending time with her husband Damon, her children Christian, Carson and Samantha, and dogs Molly and Ruby. TriCor Financial, LLC (TriCor), member FINRA, SIPC. Send an Email to Elizabeth Delgado-Schuetze Jason L. Garofalo, Director and Executive Vice President "You'll always miss 100% of the shots you don't take."
Jason Garofalo specializes in providing clients with investment analysis. Jason works closely with clients to develop customized financial strategies incorporating asset allocation, asset management, retirement planning, college planning and succession planning.
Helping people, whether it's planning for retirement or college expenses, truly is Jason's passion. In addition to developing a custom financial strategy for each client, Jason holds quarterly planning meetings with clients to review performance, update the financial goals and to reorganize, if necessary. If Jason can make his client happy, not only will the client's needs be satisfied, but Jason's needs will be satisfied as well. Jason has lived in Las Vegas for eight years and is active in his church, and United Way's annual giving campaign. Jason's biggest motivation is his family; his wife Kelly and their four children. TriCor Financial, LLC (TriCor), member FINRA, SIPC. Send an Email to Jason Garofalo <return to top of page>Isaac S. Greene, Financial Consultant “The difference between ordinary and extraordinary is that added extra”
Isaac graduated from the State University of New York at Plattsburgh with a major in Resort Management and a minor in Finance. Isaac started out his professional career as a manager at one the nations leading camping resorts in upstate New York. Due to Isaac’s managerial, professional, and interpersonal skills, he decided to follow his brother-in-law’s footsteps and join the TriCor team.
Isaac has lived in Las Vegas for over two years and is a member of the North Las Vegas Chamber of Commerce. During Isaac’s spare time, he enjoys spending time outdoors and enjoying life with his wife, Julie. TriCor Financial, LLC (TriCor), member FINRA, SIPC. Send an Email to Isaac S. Greene
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Frank has extensive experience in the financial services industry. He has over 37 years of banking and brokerage services. He managed the real estate lending center for five years at Security Pacific National Bank and held branch and lending administration positions at Nevada First Bank for five years. Frank spent 16 years at Valley Bank of Nevada as regional branch manager and launched that bank's third party investment program, eventually transitioning that into Bank of America's broker/dealer. Frank also managed Bank of America's broker operations within the State of Arizona.
Patty brings a wealth of experience to TriCor with more than 20 years experience in the banking/financial services industry. She has worked at Security Pacific National Bank, First Interstate Bank and Pioneer Citizens Bank in roles covering private banking and marketing to extensive client and public relations. 
John Barragan has an extensive background in financial services and corporate finance, with over 10 years experience in both areas. He began his career at Merrill Lynch and Prudential Financial. Previously, John held positions including finance manager and director of finance for a national healthcare company and interim CFO for Wahiawa General Hospital in Hawaii.
Kevin graduated from Seattle University with an MBA in finance. He earned an undergraduate degree, a BA in accounting, from the University of Washington. This education, combined with nearly 24 years experience in the financial industry, affords Kevin a depth of knowledge and experience in the industry. Kevin has lived in Southern Nevada for the past eleven years, working at a large financial institution in Green Valley before joining TriCor.
Elizabeth has worked in the financial services industry since 1997 and holds the Series 7 and 66 registrations, and holds a supervisory principal 24 license. Before becoming one of TriCor's original Associate Members in 2001, she supervised operations and client relations at CitiBank in Las Vegas.
Jason graduated with honors with a degree in finance from State University of New York at Binghamton. He has nine years of financial services experience, including positions at Merrill Lynch, Prudential, YourTrade.com, and Citibank. 
As a Financial Consultant and Registered Representative of TriCor Financial, LLC, Isaac is enthusiastic about helping his clients with all of their needs including; college expenses, personal retirement, small business retirement plans, and constructing plans together to help his clients reach their financial goals. Isaac is more than happy to accommodate any needs that a client may have. |
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2008 TAX FACTS Retirement Plans Don't Put All Your Eggs In One Basket | |
