Jeff Motske

Jeff Motske founded Trilogy Financial in 1999 to combine the areas of financial, estate, and tax planning all under one roof. In just over a decade, Trilogy has grown with more than 200 employees working in eleven offices in four states and handling more than two billion in client-invested assets. Motske lives with his family in Orange County, California. jeffmotske.com

Jeff Motske founded Trilogy Financial in 1999 to combine the areas of financial, estate, and tax planning all under one roof. In just over a decade, Trilogy has grown with more than 200 employees working in eleven offices in four states and handling more than two billion in client-invested assets. Motske lives with his family in Orange County, California. jeffmotske.com See less