FORM CRS & ADV 2A
MEET WITH AN ADVISOR
Jason Inglis

$4.3bn PE-backed Trilogy names new recruiting head

By
February 25, 2025
Share on:

Private equity-backed hybrid RIA Trilogy Financial Services has hired a new top advisor recruiter.

The $4.3bn wealth manager has brought aboard Jason Inglis to serve as its chief development officer. Inglis, who started working at Irvine, Calif.-based Trilogy on Monday, will report to chief executive Jeff Motske.

‘They’re already successful and growing,’ Inglis said of Trilogy. ‘The thought is that I can come in and really help us speed up a little bit. It’s not a monumental lift. It really is being part of a team and really being in a position to compete. There’s a lot of private equity in there, there’s a lot of advisor movement, and you need scale to compete.’  Read More.

You may also like:

Trilogy Capital Buys $1B+ RIA

By
October 20, 2026

Trilogy Capital said it has made its largest acquisition of the year with the addition of Mountain Capital Investment Advisors.

Founded in 2011 by United States Marine Corps Veteran and former airline pilot Brandt Burns, Westminster, Colo.-based Mountain Capital serves individual, family and small business clients, with a focus on aviation professionals, according to Trilogy.

Mountain Capital's advisors, some of whom are former pilots and other aviation industry professionals, manage more than $1 billion.

In addition to investment and wealth management advice, the practice offers tax preparation and consulting services, including interview preparation for pilots and other aviation professionals, a service spearheaded by co-founder Michelle Burns, who had worked as a senior manager at United Airlines for 14 years, Trilogy said.

These services will be folded into Trilogy Tax & Consulting.

Financial terms of the deal weren't disclosed.

The addition of Mountain Capital marks Trilogy's 11th location in Colorado, according to the firm.

Founded in 1999 and led by co-founder, President and CEO Jeff Motske, Irvine, Calif.-based Trilogy oversees more than $5 billion in advisory and brokerage assets from 10 regional offices, the company said.

See full article here.

...
Read more

5 Things to Ask Yourself Before Picking Up the Tab for Your Child’s College Education

By Trilogy Financial
July 5, 2018

As a parent, it’s natural to want to help your children succeed. In fact, in a recent survey of parents, 37% of respondents said no investment goal is more important than saving for a child’s college education.

If you plan to pay for all of your child’s college expenses, you can expect to shell out tens of thousands of dollars for one year, according to the College Board’s 2017-2018 figures.

While it might feel good to give your child a head start in life, choosing to pay for their education might not be an easy choice for everyone.

“The decision to contribute to a child’s college education is a deeply nuanced and personal decision,” said Jeff Motske, a certified financial planner and the president of Trilogy Financial.

Click here to read the full story.

...
Read more

Get Started on Your Financial Life Plan Today