Jeffrey Hackbarth, CFP®

Jeffrey Hackbarth joined Trilogy Financial in March of 2008, yearning for the opportunity to make a difference in the world, one person at a time. He attributes his passion and desire to help people to the family business. His grandfather founded Del Taco, and Jeffrey’s father had him work there as early as the age of six to learn the value of a dollar, which just happened to be his starting hourly wage. His superior client service skills were sharpened from his association with Patina Restaurant Group and Marriott Hotels and Resorts, where Jeffrey was an integral part of the management team.

Jeffrey’s belief that success can only be achieved by a strong work ethic and a commitment to community, which he has honed with his time at Trilogy.  He is a Loyola Marymount University alum and is an Investment Advisor Representative with Trilogy Capital Inc. in which he holds his Series 65 registration. He also holds FIRNA Series 7 and 63 registrations with LPL Financial, as well as Life and Long-Term Care Insurance Licenses.

Just as he works with retirees and families to transition to the next phase in their financial life, he also works in the community to ensure progress towards collective goals. He recently served as Chairman of the Board for the Greater Ontario Business Community and has sat on the Board of Directors for the Upland National Little League for two years. Jeffrey also values the time he spends with his family, who looks forward to their summer camping trips in our beautiful National Parks. The Hackbarth family’s goal is to get their passport stamped at every National Park.