About Us
About T.R.I. Planning
At T.R.I. Planning, we believe financial planning is about more than just numbers—it’s about people. We’ve proudly served families, individuals, and businesses across Garland, TX and the DFW Metroplex, offering a holistic approach to wealth management that simplifies complexities and helps clients make confident decisions.
Our services include comprehensive retirement planning, tax strategies, insurance solutions, and financial planning tailored to meet the unique needs of each client. We collaborate with lawyers, CPAs, and other professionals to ensure every angle of your financial plan is covered, providing you with peace of mind and a clear path to long-term financial stability.
T.R.I. Planning is dedicated to building long-term relationships based on trust, transparency, and exceptional service. Whether you’re navigating a life transition or planning for the future, we’re here to guide you every step of the way.
"Today and everyday, we come from a place of value and service.”
* Check the background of this firm on FINRA’s BrokerCheck.
meet your experts
Our Team
Gigi Lavergne
Gigi D. Lavergne, RICP, CEP, LTCP, CFC
Founder & CEO
Gigi Lavergne brings over 20 years of experience in financial planning to T.R.I. Planning in Garland, TX. A Certified Estate Planner and Retirement Income Certified Professional, Gigi specializes in creating retirement strategies and holistic wealth management plans.
Her background as a U.S. Air Force veteran and business finance major underscore her dedication to helping clients achieve their financial goals. With multiple licenses, including Series 6, 63, 7, and 65, Gigi’s expertise spans a wide range of financial services.
Matthew Reeves
Matthew Reeves
Tax and Accounting Professional
Matthew Reeves is a Certified Enrolled Agent with the IRS, and provides expert tax and accounting services at T.R.I. Planning in Garland, TX. With a Bachelor’s degree in Accounting and minors in Cyber Security and Ministry from Harding University, Matthew brings a meticulous and compassionate approach to his work. He is currently pursuing his MBA and CPA certification to ensure he remains at the forefront of his field and provides maximum value to our clients.
* Matthew Reeves is not affiliated with Osaic Wealth and does not have access to client files.
Rebecca Bowman
Rebecca Bowman
Client Relations and Operations Specialist
Rebecca Bowman plays a vital role in client relations and operations at T.R.I. Planning in Garland, TX. She assists with tax filing and preparation while ensuring clients feel supported every step of the way.
Brian Caro Figueroa
Brian Caro Figueroa
Financial Assistant
Brian Caro Figueroa provides essential support in operations and client services. With a strong foundation in analytical research, Brian assists with financial reporting and enhances operational efficiencies, ensuring that T.R.I. Planning in Garland, TX continues to deliver high-quality services to its clients.
