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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:

Provide opportunities for people to live their best lives.

Jeff Motske, CFP®

Jeff Motske, CFP®

CEO and President

Huntington Beach

Mike Broker, CFP®

Mike Broker, CFP®

Executive Vice President & Chief Strategy Officer

Denver

June Adams

June Adams

Chief Compliance Officer

Huntington Beach

Eric Perkins

Eric Perkins

Chief Operating Officer

Huntington Beach

Jeff Seuferling, CFP®

Jeff Seuferling, CFP®

Chief Development Officer

Corona

Rhiannon Gharibeh

Rhiannon Gharibeh

Chief of Staff

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