Trilogy Financial Group

Trilogy Financial Group’s mission is to empower you, our client, to help preserve your most valued possessions: your life, income and retirement nest egg. Our primary areas of focus are retirement planning, IRA and 401(k) rollovers, asset protection strategies and debt reduction.

Ray Strawbridge | CEO, Financial Professional

Ray Strawbridge is passionate about helping people gain confidence in where they are going. As an insurance profession, he creates personalized financial strategies to fit their needs, and strives to simplify complex problems and lead his clients toward their goals.

Ray traces his decision to become an insurance professional to the insurance agent who helped his mother, a single mother of five children. Ray noticed how kind and eager to help he was, and it influenced Ray to want to do the same.

Today, Ray helps individuals and families identify any financial problems they may have and clarify their goals. He attended American College of Financial Services.

Ray and his wife, Tena, have been married for over 40 years. They have two grown daughters, Kris and Kayla, sons-in-law, Drew and Andrew and five beautiful grandchildren, Andrew, Kate, Sam, Will and Ben. Away from the office, Ray enjoys playing golf, watching football and being involved in his church. An active member of his community, Ray has also served on the City of Gadsden Downtown Action Committee and the Youth for Christ Group Homes Board of Directors, as well as being active with the United Cerebral Palsy charity.

Kristi Cromer | President, Investment Adviser Representative

Kristi is passionate about empowering clients to help them achieve their retirement income goals. She has been blessed with countless new relationships and looks forward to building many more.

In 2009, she started in the financial industry in an administrative role but her love for helping people encouraged her to become a financial professional. In 2010, she formed a partnership with Ray Strawbridge under Trilogy Financial Group.

Kristi is licensed in life and health insurance and passed the Series 65 securities exam in 2017, which makes her an investment adviser representative. She has a bachelor’s degree in accounting and marketing from Jacksonville State University.

Kristi has been married to her husband, Jay, for over 30 years. Kristi and Jay have two sons, Lex and Trace, as well as two bonus daughters, Caroline and Arden. She loves spending quality time with her family and dogs, working out, traveling and being outdoors.

Insurance products are offered through the insurance business Trilogy Financial Group. Trilogy Financial Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Trilogy Financial Group are not subject to Investment Advisor requirements.

Michael McGlaughn | Vice President, Investment Adviser Representative, CFP, JD

Before joining Trilogy Financial Group, Michael practiced as an attorney in both Gadsden and Birmingham, Alabama. 

Michael is a 2003 graduate of Cumberland School of Law at Samford University in Birmingham, Alabama, and a 2000 cum laude graduate of Jacksonville State University with a Bachelor of Arts in political science.

While in law school, he served as student materials editor for the American Journal of Trial Advocacy. During his tenure there, Michael had two articles accepted and published in separate editions of the journal. He also served as an associate justice of the Cumberland School of Law honor court.

Michael maintains his state life, health and long-term care insurance licenses; his series 66 investment license; and his J.D. He has the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation.

Michael is a native of Gadsden, Alabama, growing up in the community of Southside. He and his wife, Amy, currently live in Gadsden with their twin boys, Russ and Will. Michael is active in the community, previously serving as a member of the board of directors and as a coach for Coosa Youth Soccer. He is an active member of Southside Baptist Church where he teaches Sunday school and leads the worship and music ministry.

Julie Bass | Office Administrator

Julie Bass has over 40 years of administrative experience. She began her career in banking, which led her to the career path of accounting and bookkeeping. Prior to joining the Trilogy Financial Group team, she served as an administrative assistant for a local hospitality group and an insurance planning facility. Julie moved to Southside in 2017 to assume administrative duties at Trilogy.

Julie loves spending time with her son, Nick, his wife, Tammy, and granddaughter Stella as well as her daughter, Amber, her husband, Charles, and grandchildren Spencer and Tatum.

Hobbies include volunteering with Sleep In Heavenly Peace, gardening and outdoor activities and traveling.

Leah Patterson | Relationship Manager

Leah Patterson was born and raised in Gadsden, Alabama, and holds a bachelor’s degree in communications and marketing from Jacksonville State University. Since graduating in 2019, Leah has worked as an event coordinator and marketing specialist. She began her journey with Trilogy Financial Group as the relationship manager and hopes to become a financial professional soon.

Leah loves spending quality time with her husband, Patrick, and their son Mack as well as her immediate family. She also enjoys spending time with friends, traveling, watching football and being outdoors.

Schedule a Meeting

To schedule a time to discuss your financial future and the possible role of investments and insurance in your financial strategy, contact us at info@planwithtrilogy.com or call us at 256.467.4382 today!