Management Team

Mark Massey, Managing Partner

Mark Massey, Managing Partner

Mark’s Business philosophy has always been: “I have learned over time that people don’t care how much you know until they know how much you care.”

With a background of over 12 years in Senior Sales and Management in the Retail Industry and over 12 years as a Life Insurance Specialist, California Insurance license #0597407, Mark joined Trilogy Financial Services in October of 2004.

He was awarded Trilogy’s prestigious Training Manager of the Year, 2 years in a row (2006 and 2007). Through his dedication and drive, Mark was promoted to Managing Partner in 2007 and thrives in training, managing and assisting advisers in their professional development. At the same time, Mark continues to maintain a financial planning practice, working with families and business owners, guiding them towards important financial goals. His areas of expertise range from Wealth accumulation and management strategies to Retirement and College Planning, as well as Asset protection strategies.

Mark has been named the Endorsed Local Provider for the Dave Ramsey Show.

After attending Pepperdine University, Mark furthered his education by becoming a Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) with the American College in 1990.

In his free time, Mark enjoys Family time with Nancy, his wife of 28 years and their three children. He also enjoys Golf, Racquetball and Travel.

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