Management Team

Sean L. Covi , Vice President, Advanced Planning & Insurance Services

Sean L. Covi, Vice President, Advanced Planning & Insurance Services

Sean Covi began his career in Financial Services in 1995 with Jeff Motske’s producer group, known today as Trilogy Financial Services. He has successfully hired, trained and mentored new Registered Representatives for 8 years and opened 2 Top Producing OSJ offices. He ran an NPC Top Producing OSJ branch from 2001 to 2004.

Sean is a strategic product and marketing liaison for advanced Protection Planning needs. He works both with Trilogy and independent Representatives to train and support their Protection Planning efforts, including Life, Annuity and Estate Planning needs. He also actively maintains his own NPC client base, holding the requisite licenses, including series 7, 24, 51, 63, 65 Life, Health, Disability and Long Term Care and the NPC IAR designation.

Sean lives and thrives in Denver, Colorado with his wife, daughter and identical twin boys.

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