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Get Started on Your Financial Life Plan Today

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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:

To help motivated Americans build financial independence.

Jeff Motske, CFP®

Jeff Motske, CFP®

CEO and President

Irvine

Mike Broker, CFP®

Mike Broker, CFP®

Executive Vice President & Chief Strategy Officer

Denver

June Adams

June Adams

Chief Compliance Officer

Irvine

Eric Perkins

Eric Perkins

Chief Operating Officer

Irvine

Jeff Seuferling, CFP®

Jeff Seuferling, CFP®

Chief Development Officer

Corona

Rhiannon Gharibeh

Rhiannon Gharibeh

Chief of Staff

Irvine

Toshia Palacios

Toshia Palacios

Director of Human Resources

Irvine

Thurman Schisler

Thurman Schisler

Supervising Vice President

Corona

Josh Henrikson

Josh Henrikson

Head of Technology

Irvine

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