Here’s our story. We look forward to hearing yours.
Trilogy Financial Group
Trilogy Financial Group’s mission is to empower you, our client, to obtain protection for 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 and debt reduction.
Ray Strawbridge is passionate about helping people gain confidence in where they are going. By creating personalized financial strategies to fit their needs, he strives to simplify complex problems and lead his clients toward their goals.
Ray traces his decision to become a financial 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 the 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, Andrew and Drew, and three beautiful grandchildren, Andrew, Kate and Sam. 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 started in the financial industry in an administrative role in 2009, but her love of helping people prompted her to become a financial professional a year later.
Kristi is passionate about empowering clients to help them achieve their retirement income goals. She formed a partnership with Ray Strawbridge in 2010 under Trilogy Financial Group. Since then, they have been blessed with numerous new relationships and look forward to building many more.
Kristi holds a bachelor’s degree in accounting/marketing from Jacksonville State University. She also holds life and health insurance licenses, and recently passed her Series 65 securities exam.
Kristi has been married to her husband, Jay, for over 25 years. They have two sons, Lex and Trace, and a bichon frise, Kirby.
Julie Barksdale’s marketing and sales career began in college. After graduating, she moved to Massachusetts and served as marketing director of a real estate firm until she put her career on hold to be a stay-at-home mom.
It wasn’t until Julie became a single mom that she understood the struggle single parents face on a day-to-day basis. Her passion for helping others grew, and it influenced her to enter the financial and insurance industry so she could help teach people to become financially independent and prepare for the uncertainties of life.
Julie lives in northeast Alabama with her husband, Shane, and her two amazing children, Brasher and Finleigh. She enjoys quality time with family, traveling and sports.
B.L. Long has over 50 years’ experience in the insurance industry. He started his career at Life Insurance of Georgia, where he worked for almost 20 years. During that time, he served as president of the Gadsden Life Underwriters Association. In 1980, he opened his own agency, Alabama Health Benefits/Interstate Marketing, which he led until he sold the business in 1996.
B.L. and his wife, Ruth, have been married for over 60 years. They have three children and three grandchildren. Buford enjoys playing golf and cards as well as helping his church serve the community in Etowah County.
Julie Bass has over 40 years of administrative experience. Prior to joining the Trilogy Financial Group team, she served as secretary and treasurer for youth athletic programs as well as her local school system.
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.
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 email@example.com or call us at 256.467.4382 today!