Management Team

Experienced Advisors

Jeff Seuferling, Regional Vice President

Jeff Seuferling has found the financial services industry to be a natural fit for his process driven tendencies and analytical attributes. Jeff entered into the financial services field in 1996, providing advice in the areas of investment, tax, real estate and estate planning. In September 1999, Jeff accepted a position with Trilogy Financial Services, looking to assist the company in growing and expanding its branches and services into new areas.

In 2004, Jeff opened the first expansion branch for Trilogy in Corona, California, serving the greater area of Riverside and San Bernardino counties, and continues to manage the branch as the Regional Vice President.

Jeff earned an accounting degree from the University of Central Missouri. He holds multiple licenses (series 6, 63, 51, 7, 66, 24 and insurance) and is a CERTIFIED FINANCIAL PLANNER™.

Jeff has been instrumental in implementing a written planning process at Trilogy. Jeff is responsible for training financial representatives throughout the company on planning, procedures and processes for Trilogy's financial planning division.

Jeff is married to his wife, Julie. He has two sons, Alec and Bretton. Other interests include wrestling, running, baseball and coaching.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. 

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