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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

Kevin Mackintosh

Kevin Mackintosh

EVP, Chief Distribution Officer

Torrance

June Adams

June Adams

Chief Compliance Officer

Huntington Beach

Eric Perkins

Eric Perkins

Managing VP, Chief Talent Officer

West Covina

Jeff Seuferling, CFP®

Jeff Seuferling, CFP®

Managing VP, Chief Quality Officer

Corona

Mike Broker, CFP®

Mike Broker, CFP®

Managing VP, 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

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