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Get to Know Brittany

Brittany was born and raised in Orange County and has been with Trilogy since 2014. She is skilled at implementing client
management software and serves on three committees within the company. Outside of work, she enjoys spending time
with her children Jacob (10) and Raegan (4) as well as playing softball, bowling, and outdoor activities.

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Meet Brittany’s Team
Scroll through to see each of the Advisors
Senior Vice President of Wealth Management
Cary Boring
(949) 852-7807
meet Cary
Senior Vice President of Wealth Management
David Huisinga
(949) 852-7830
meet David
Senior Vice President of Wealth Management
Tom Walden
(949) 852-7808
meet Tom
President and CEO
Jeff Motske, CFP®
(714) 843-9977
meet Jeff
Administrative Assistant
Jasmine San Pedro
(714) 843-9977, ext. 1239
meet Jasmine

Featured in the News

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Trilogy Financial acquires two firms, $160 million in AUM
The addition of E. F. Heagan & Associates and Mandichak Investment Retirement & Estate Planning brings more than 500 new ...
$2B Trilogy Group Transitions From NPH to LPL
Trilogy Financial, formerly part of the National Planning Holdings network bought by LPL Financial in August, says it will affiliate ...
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Insights & Blogs

How A Fiduciary Can Help You Through Financial Planning
Many Americans spend more hours than they’d like managing necessary financial components of life while balancing caring for a family, ...
Your Emergency Fund: How Much is Enough?

 

 
Retirement Compatibility

Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
What Is A Fiduciary?

When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
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Experience the Trilogy Difference

We believe that real LIFE planning is progress, not perfection.

Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.

Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.

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Call Us To Get Started. (844) 356-4934