Founded Trilogy Financial in 1999 to help the middle class
Author, accomplished executive & radio/podcast personality
A Californian with Mid-Western roots
Former collegiate baseball player
Vanguard University Alumni
Will video conference with clients to make it easier
Jeff Motske is an author, an accomplished executive, radio personality and financial advisor. More importantly, though, he is a believer in the power of everyday Americans and is committed to helping them reach financial independence.
Raised in California with Midwestern roots, Jeff attended Vanguard University on a baseball scholarship, where he majored in Business Administration. He got a job straight out of college with a small mutual fund company doing retirement planning. As he watched the landscape of financial services, Jeff saw how disconnected most of his industry was from the real-life, everyday issues of Americans. In partnership with Kevin Mackintosh, they created Trilogy Financial in 1999 to bring together resources on financial, tax and estate planning for middle-class Americans.
Jeff started Trilogy with the vision of improving his industry, a vision that is still guiding him today. Seventeen years after the inception of Trilogy Financial, he spearheaded the creation of Trilogy Capital, an RIA asset management firm that provides investment solutions for everyday Americans. He continues to bring real planning to real people through his book, The Couple’s Guide to Financial Compatibility, as well as his podcast, The Jeff Motske Show. He is also committed to creating the next generation of financial advisors, which can be seen in Trilogy’s development of multi-generational teams committed to providing clients seamless and top-notch service. Trilogy Financial proudly employs several Vanguard University graduates.
Jeff is also dedicated to giving back to his alma mater, Vanguard University. In 2017, Jeff worked with his former Lions baseball teammates to help raise $850,000 to renovate and redesign the new Dean Harvey baseball field, named for their former teammate and second baseman, who passed away in 2011 from a rare brain disease and was an influential member of the 1985 SCC World Series team. Today, Jeff is still very involved at Vanguard and sits on their Board of Trustees and Executive Team and was recently named VU’s Alumnus of the Year. He currently serves as chair of its Imagine Campaign, which aims to raise $25 million to create a health and wellness center for the campus. Jeff is also a regular guest speaker at Vanguard University, delivering motivational speeches to Vanguard’s incoming freshman and collegiate athletes.
In addition, Jeff Motske has been featured in several nationwide publications including the Wall Street Journal, USA Today, Kiplinger, Business Insider, Forbes and CEO Forum Magazine as well as appeared on a myriad of local and nationally broadcast television programs including Fox and Friends, Hallmark’s Home and Family show as well as the Steve Harvey Show.
We understand the importance of having a solid financial plan. As your life changes, so should your plan because those life changes can cause changes in your goals and your risks.
Allowing the IRS to hold your money is a bad investment. If you should find yourself receiving one, though, you may be wondering how best ways to use it. Your tax refund can also be used to work towards your financial independence.
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.