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We’re On A Mission To Ignite Change In The Financial Planning Industry

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

Jeff Motske, CFP®

CEO and President

june adams

June Adams

Chief Compliance Officer

eric perkins

Eric Perkins

Chief Operating Officer

jeff seuferling

Jeff Seuferling, CFP®

Chief Development Officer

mike broker

Mike Broker, CFP®

Executive VP &
Chief Strategy Officer

Thurman Schisler

Supervising Vice President

toshia palacios

Toshia Palacios

Director of Human Resources

Josh Henrikson

Head of Technology

Get Started on Your Financial Life Plan Today

Do not fill out the form below if you are an existing client. Please contact your Advisor directly.