Vice Presidents

James B. Songer Jr., Vice President of Investments

James has been with Trilogy Financial Services since 2001. He specializes in wealth protection, accumulation, and distribution strategies as well as retirement planning. Pre-retirees and those looking for estate planning solutions comprise the majority of his client base.

Prior to Trilogy, James began his career in 1998 as a Registered Representative with Sun America Securities in Orange County, CA. He grew his client base over the course of 3 years which he brought with him when joining Trilogy.

Before entering the Financial Services Industry, James spent 5 years working with Pepperdine University’s School of Business, Education, and Psychology while completing his education at California State University-Fullerton.

James has been named with Trilogy’s Top Performers for the past 9 years. He has received awards in Trilogy’s Baker’s Dozen four times, including the Top 5 for the last three years. He has qualified for and attended incentive trips each year for the last 9 years. He is a member of the Founder’s Club for National Life Insurance and in 2006 was a member of the first Chairman’s Club – Italy incentive trip.

As an Investment Advisor Representative, James holds the following licenses: Series 6, 7, 63 and 65, Life and Health Agent and certified for Long Term Care.

James completed his B.A. in Public Relations and Speech Communications at California State University-Fullerton in 1998. In 1992 he earned his Certificate of Biblical Studies from Montana Wilderness School of the Bible.

James is a native Californian and currently resides in Irvine with his wife and two children. He is actively involved at church and other community outreach efforts and charitable organizations. When time allows, James most enjoys spending time with his family, fishing, boating and baseball.