Trilogy Financial was Founded in 1999 by President, Jeff Motske, CFP® and Executive Vice President, Kevin Mackintosh . Our firm is an independent, privately-held financial planning firm based in Orange County, CA. Our independence is a tremendous advantage for our clients, being that we are not captive to any proprietary investment products. We have access to virtually all investment solutions; we have the ability to create completely custom portfolios designed to meet our clients’ needs and help them meet their financial objectives. As an independent financial planning firm, Trilogy Financial is partnered with LPL Financial as it's broker dealer to facilitate all securities transactions.
Dave Ramsey teaches sound principles that are applicable for all aspects of your financial well being. Whether you are in your 20’s and just starting out, in your 40’s and ramping up your savings, or in your 60’s+ and enjoying retirement, his philosophies can be a powerful tool to employ for your ‘financial health’.
I am a true believer in the 7 Baby Steps and the financial freedom that adhering to them can produce. I have attended Dave’s Financial Peace University (FPU), ensuring that the advice and guidance I provide is in line with Dave’s teachings. These goals are very natural for me to adhere to because even before I became Smart Vestor Pro, I was building my own business based upon the same basic principles.