Management Team

Joseph Sirgy, Managing Partner

Joe Sirgy came to Trilogy with a wealth of business management experience. He received his Bachelor’s Degree from Purdue University, and his Master’s Degree in Business Administration with an emphasis in Marketing and Finance from Loyola Marymount University. Over the next 20 years, Joe worked in management positions of increasing responsibility at Fortune 500 companies, culminating in his last position as Executive Vice President of Sales and Marketing.

Joe’s move to Trilogy was prompted by his passion to help others. He explains, “After years of helping corporations achieve financial success with their businesses, I wanted to be in a position to help individuals achieve the same for themselves”. Since joining Trilogy Financial Services in 2003, Joe has helped hundreds of clients on the road to financial security. In his capacity as Managing Partner he is training and assisting advisors in their professional development.

In addition to his MBA, Joe now holds Series 6, 63, 65, and 7 licenses, as well as life, health, and disability, and Long Term Care insurance licenses from the State of California, CA Insurance #: 0E04851. He is a member of the West Covina Chamber of Commerce, the West Covina Economic Committee, and of the Covina business professionals group.

Joe currently lives in Pasadena, with his wife, Michelle, and daughter, Dominique. His interests include books, traveling, and music.