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Trilogy Financial

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Established in 1999, Trilogy Financial is a forward-thinking company that offers objective, independent financial planning services. Privately owned, Trilogy offers its services nationwide, with multiple branches from coast to coast. Trilogy prides itself on its comprehensive training program and s... Read more

Industries

Business Development, Investment Management

Headquarters

Huntington Beach, US

Employees

Links

Org chart

CEO and President

Jeff Motske

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Joshua Henrikson

Head Of Technology

Diane Powell Zing

Vice President Of Wealth Management

Cfp® Gary Sussman

Vice President Of Wealth Management

Gonzalo de León Plata

Managing Vice President

Certified Financial Planner™ Mark A. Nicolet Mba, Abfp™

Senior Vice President Of Wealth Management

Senior VP Of Wealth Planning

Toshia Palacios

Human Resources Director

Chief Operating Officer

Executive Vice President

Cfp® Jeffrey Hackbarth

Senior Vice President

Godfrey Griffin

Financial Executive

Michael Fibiger

VP Of Wealth Planning

Aif® Cepa Windus Fernandez Brinkkord

Senior Vice President Of Wealth Planning

Abigail Chittum

Retirement Plan Service Associate

Service Associate

Marketing Manager

Teams

Wealth Management Team

18 members

Leadership Team

16 members

Service Operations

6 members

Human Resources Team

4 members

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