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    Our Leadership Team

    Meet the group that is leading Trilogy Financial team members on our mission to provide comprehensive financial planning services to people across America.

    They say what makes a company great are the ideas that start at the top and trickle down. Our mission, our approach to financial planning and our commitment to our clients starts with them.

    Our Mission:

    Provide opportunities for people to live their best lives.

    Jeff Motske, CFP®

    Jeff Motske, CFP®

    CEO and President

    Huntington Beach

    June Adams

    June Adams

    Chief Compliance Officer

    Huntington Beach

    Eric Perkins

    Eric Perkins

    Chief of Services

    Huntington Beach

    Jeff Seuferling, CFP®

    Jeff Seuferling, CFP®

    Chief Quality Officer

    Corona

    Mike Broker, CFP®

    Mike Broker, CFP®

    Chief Strategy Officer

    Denver

    Chad Sinclair

    Chad Sinclair

    Chief Financial Officer

    Huntington Beach

    Rhiannon Gharibeh

    Rhiannon Gharibeh

    Chief of Staff

    Huntington Beach

    Johnny Lambert

    Johnny Lambert

    Director of Technology

    Huntington Beach

    Joanna Smith

    Joanna Smith

    Director of Marketing

    Huntington Beach

    Toshia Palacios

    Toshia Palacios

    Director of Human Resources

    Huntington Beach

    Thurman Schisler

    Thurman Schisler

    Supervising Vice President

    Corona

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