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
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Jeff Motske
CEO and President
Jeff Motske
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Joanna Smith
Director Of Marketing
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™
Vice President Of Wealth Management
Nathan Brown
Senior VP Of Wealth Planning
Toshia Palacios
Human Resources Director
Eric Perkins
Chief Operating Officer
Mike Broker
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
Service Associate
Valeria Mejia
Service Associate
