Trilogy Financial

Advisor Building Own Field of Dreams

By Trilogy Financial
January 15, 2018
Share on:

Jeff Motske advocates a special kind of date with your spouse – “a financial date night” – to discuss the family’s finances…

Click here to read the full story.

You may also like:

By Trilogy Financial
October 12, 2018

Fintech-related deals in the Denver metro and Boulder metro are booming. But can the area keep up with competition on both coasts?

Click here to read the full story.

...
By Orange County Business Journal logo
July 11, 2019

Founded 1999 … now $3B AUM, 20K clients, 200+ workers in 10 offices … clients $200K+ in assets … baseball player, Vanguard U, 1980s … hires athletes: ‘discipline’ … president, booster club, Pacifica Christian H.S. (see David Bahnsen) … on Trilogy softball team with father, son … plays bridge … supports Anaheim Ducks (see Tim Ryan) … first car: 1975 Chevy Malibu

Click here to read the full story.

 

...

Get Started on Your Financial Life Plan Today