Our Team

TJ Zak, CFP^®, AIF^®

Founder – Managing Director
Trillium Wealth &Partners

Suken Jogani

Founder – Managing Director
Trillium Wealth &Partners

Anthony Juliano, CFP^®

Founder – Wealth Advisor
Trillium Wealth &Partners

Tracey Stefanisko

Practice Director
Trillium Wealth &Partners

Lisa Littles

Wealth Consultant
Trillium Wealth &Partners

Donna Bennett

Senior Client Relationship Associate
Trillium Wealth &Partners

Jacqueline Larkin

Senior Client Relationship Associate
Trillium Wealth &Partners

Rose Hill

Senior Registered Client Relationship Associate
Trillium Wealth &Partners

Judith-Anne Manning

Client Relationship Associate
Trillium Wealth &Partners