Management Team

Experienced Advisors

June Adams, Vice President, Administration

A member of the Trilogy Financial Services team since its inception, June Adams serves as the Vice President of Administration.

June graduated from the University of California, Santa Barbara with a degree in Business Administration. She served 8 years with the US Army Reserve as a Personnel Management Specialist, where she acquired invaluable leadership and interpersonal skills as well as her first experiences with human resource management.

Her first foray into the financial services industry was as an investment executive with Independent Capital Management, Inc/ SunAmerica Securities. That is where she met Jeff Motske and assisted him in administering the company group health insurance and 401(k) plans. She later became the Company Administrator for the firm. June joined Trilogy Financial Services when Jeff started the firm in 1999, and today, she is Trilogy’s Vice President of Administration, where she oversees all the Administrative departments for the company. She holds the series 6 and 63 licenses, and is a notary public.

June has been living in Southern California almost her whole life and currently lives in the beautiful city of Irvine with her husband Paul.

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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