FORM CRS & ADV 2A OUR ADVISORS SERVICES INSIGHTS & TOOLS ABOUT US CLIENT LOGIN MEET WITH AN ADVISOR Get Started 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: Provide opportunities for people to live their best lives. Jeff Motske, CFP® CEO and President Huntington Beach June Adams Chief Compliance Officer Huntington Beach Eric Perkins Chief of Services Huntington Beach Jeff Seuferling, CFP® Chief Quality Officer Corona Mike Broker, CFP® Chief Strategy Officer Denver Chad Sinclair Chief Financial Officer Huntington Beach Rhiannon Gharibeh Chief of Staff Huntington Beach Johnny Lambert Director of Technology Huntington Beach Joanna Smith Director of Marketing Huntington Beach Toshia Palacios Director of Human Resources Huntington Beach Thurman Schisler Supervising Vice President Corona Call Us To Get Started. (844) 356-4934 17011 Beach Blvd. Suite 800 Huntington Beach, CA 92647 (844) 356-4934 info@trilogyfs.com Services 401(k) & Retirement Planning Wealth & Asset Management Estate Planning Strategies Investment Strategies College & Education Planning Insurance Services Insights & Tools Financial Life Planning Tool Financial Blog Resources Press Coverage Financial Compatibility Quiz Podcast Financial FAQ About Us Our Story Our Leadership Team & Mission Careers & Culture Some advisors associated with this material are registered representatives of LPL Financial (“LPL”) and are Investment Advisor Representatives (“IAR’s”) for Trilogy Capital Inc. (“TC”). Some IAR’s of TC are not registered or affiliated with LPL Financial. Securities offered through LPL Financial. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States. Trilogy Financial Privacy Policy Webmail Portal California Insurance License Information © 2021 Trilogy Financial Services, Inc. All Rights Reserved.