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 support staff. We offer a wide range of support to each other and to newer representatives – from challenging and expanding the knowledge of experienced advisors, to offering step-by-step learning from the ground up for individuals looking for a career in the financial services industry. 

Trilogy’s strong work ethic and pursuit of excellence has earned their representatives and the company itself, top awards in a variety of venues – from a multitude of industry-related perspectives to some of the most important community-related interests. 

Visit us at http://www.facebook.com/trilogyfs

The registered individuals of Trilogy Financial are registered representatives with, and Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment advice offered through Trilogy Capital, LLC, a registered investment advisor. Trilogy Financial and Trilogy Capital, LLC are not affiliated with LPL Financial.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Certain information contained herein has been obtained from third party sources and such information has not been independently verified by Trilogy Capital, Inc. No representation, warranty, or undertaking, expressed or implied, is given to the accuracy or completeness of such information by Trilogy Capital, Inc. or any other person. While such sources are believed to be reliable, Trilogy Capital, Inc. does not assume any responsibility for the accuracy or completeness of such information. Trilogy Capital, Inc. does not undertake any obligation to update the information contained herein as of any future date.

Business Development

Investment Management

Trilogy Financial

Jeff Motske

Raeanna Harker

Valeria Mejia

Abigail Chittum

Aif® Cepa Windus Fernandez Brinkkord

Michael Fibiger

Godfrey Griffin

Cfp® Jeffrey Hackbarth

Mike Broker

Eric Perkins

Toshia Palacios

Nathan Brown

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

Gonzalo de León Plata

Cfp® Gary Sussman

Diane Powell Zing

Joshua Henrikson

The Leadership Team at Trilogy Financial is responsible for steering the company's strategic direction and ensuring the delivery of high-quality, objective financial planning services. Comprised of top executives and senior managers, this team oversees various aspects of wealth management, planning, and operations, while championing the company's mission of excellence and continuous learning. Their combined expertise and guidance drive initiatives that challenge and support both experienced and new advisors, fostering an environment of growth and client success.

Leadership Team

Wealth Management Team

Service Operations

Leadership Team

About

Team members

Other teams at Trilogy Financial

Wealth Management Team

Service Operations