Enjoys swimming & outdoor adventures with his family
Actively involved in Boy Scouts for 35+ years
Has 25 years in the financial services industry
Born & raised in Orange County, CA
Will video conference with clients to make it easier
With over 30 years of experience in the financial services industry, Kevin is a firm believer that a good plan and a strong team can equal greatness. Along with his longtime business associate, Jeff Motske, he founded Trilogy Financial in 1999 on the idea that clients need optimistic, objective and independent financial advice based on each person’s unique situation. Previously, Kevin led the Torrance Region and eventually took on running the firm’s insurance operations. In his current role as the Chief Distribution Officer for the firm, he oversees talent acquisition, development and product partner relationships.
Kevin utilizes open communication and developing clearly defined goals in his work with his clients, as well as in his roles as a trainer and leader with Trilogy advisors. He is an LPL Registered Principal and an Investment Advisory Representative with Trilogy Capital, Inc. He also holds FINRA registrations 7, 24 and 63 with LPL Financial, the Series 65 with Trilogy Capital, Inc. and also holds California Insurance Licenses for Life & Health, Annuity and Long-Term Care.
Continuing to utilize his skills for planning and teamwork, Kevin has been Scout Master of Troop 851 in Torrance since 2013 and has been active in the scouting movement since the 1970s. In his years as a Scoutmaster, Kevin has helped 46 boys become Eagle Scouts – Scouting’s highest rank. Kevin has been married to his wife Dayna for over 25 years and they have three children – one in the Army stationed overseas, one on a mission trip in Southeast Asia and their youngest who is a senior in high school.
He and his family enjoy traveling, camping, cycling, swimming and a wide variety of outdoor activities.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
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.
Retirement is the final chapter to solidify your life’s success. How that looks, though, is entirely up to you.
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.