Management Team

Corporate Office

Experienced Advisors

Jeff Motske, CFP - President and CEO

Jeff Motske had a dream of creating a company that would assist people with all of their financial needs. Today, that dream is a reality. Jeff formed Trilogy Financial Services in 1999, and at the end of its first year, Trilogy had 36 advisors; today, the firm is on track to be 200 reps strong by year end, and just opened its tenth office in the Greater Boston Area this year. Jeff expects Trilogy to exceed $1 billion in assets in the near future, and says the firm is “just getting started.” » Read More

June Adams Vice President, Administration » Read More
Claudia Sawaf Director of Field Development » Read More
Pamela LeBlanc Hiring Manager » Read More

Boston Office

Tom Elkins Regional Vice President » Read More

 

Corona Office

Jeff Seuferling Regional Vice President » Read More
Mark Massey, ChFC, CLU Managing Partner » Read More

Calabasas Office

Robert Wheatley Regional Vice President » Read More

Denver Office

Heather Klutznick Regional Vice President » Read More
Sean L. Covi Vice President, Advanced Planning » Read More
Crystal Sullings Managing Partner » Read More
Nick D. Richtsmeier Managing Partner » Read More

Irvine Office

Kevin Leon Regional Vice President » Read More
Ed Ghulamali Managing Partner » Read More

San Diego Office

Doug Stroot Regional Vice President » Read More
Paul Sabins Managing Partner » Read More
Gary Sussman Managing Partner » Read More

San Mateo Office

Jim Young Regional Vice President » Read More

Torrance Office

Kevin A. Mackintosh Executive Vice President » Read More

West Covina Office

Eric Perkins Regional Vice President » Read More
Kenneth Beber Managing Partner » Read More
Sean Kennedy Managing Partner » Read More
Joe Sirgy Managing Partner » Read More

This site has been published for residents of California and Colorado. 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. Securities licensed associates of Trilogy Financial Services, Inc. are Registered Representatives & Investment Adviser Representatives offering securities and investment advisory services through National Planning Corporation (NPC), NPC of America in FL & NY, Member FINRA/SIPC., and a Registered Investment Adviser. Registered Representatives of NPC may transact securities business in a particular state only if first registered, excluded or exempted from Broker-Dealer, agent or Investment Adviser Representative requirements. In addition, follow-up conversations or meetings with individuals in a particular state that involve either the effecting or attempting to effect transactions in securities, will not be made absent compliance with state Broker-Dealer, agent or Investment Adviser Representative registration requirements, or an applicable exemption or exclusion. Trilogy Financial Services, Inc. and NPC are separate and unrelated companies. NPC Privacy Policy