Management Team
Corporate Office
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 |
| Scott Naiman | Managing Partner |
Calabasas Office
| Robert Wheatley | Regional Vice President | » Read More |
Denver Office
| Nick D. Richtsmeier | Regional Vice President | » Read More |
| Sean L. Covi | Vice President, Advanced Planning | » Read More |
| Les McMullen | Managing Partner | |
| Jeff Wren | Managing Partner |
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 |
Scottsdale Office
| Sean Kennedy | Regional Vice President | » Read More |
| Claudia Sawaf | Director of Field Development | » Read More |
Torrance Office
| Kevin A. Mackintosh | Executive Vice President | » Read More |
West Covina Office
| Eric Perkins | Regional Vice President | » Read More |
| Joe Sirgy | Managing Partner | » Read More |