Trilogy Financial

Advisor Building Own Field of Dreams

By Trilogy Financial
January 15, 2018
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Jeff Motske advocates a special kind of date with your spouse – “a financial date night” – to discuss the family’s finances…

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By Trilogy Financial
April 19, 2018

Trilogy Financial has added Ginger Silverman, founder and president of Aha! Unlimited Consulting and vice president of marketing, brands and campaigns at Behr Paint, to its board of directors. Silverman has also led communications initiatives for companies including Prudential, Pizza Hut, Taco Bell, Homebase and Lindora Medical Weight Control. “Ginger’s leadership, communications excellence and commitment to innovation aligns seamlessly with Trilogy’s core values,” said Jeff Motske, president and CEO of Trilogy Financial.

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By fit small business logo
April 19, 2019

Starting and growing a business can be very challenging. While it’s possible to achieve some of your financial goals without consulting a financial planner, working with one can have more advantages to both your business and personal financial health. We spoke with experts who shared a few signs you need a financial planner.

Here are the top 21 telltale signs you may need a financial planner:

Click here to read the full story, featuring Trilogy Advisor, Windus Fernandez Brinkkord

 

 

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