Founded in 1999 by President Jeff Motske, CFP® and Executive Vice President Kevin Mackintosh, Trilogy has grown every year due to their unsurpassed trust and integrity with their loyal clientele.

Our experienced and forward thinking advisors are kept up to date with the latest financial trends, utilizing state of the art technology so that they can provide every client with major expertise and personalized service and care.

At Trilogy, we believe in comprehensive Wealth Management collaborating with experienced Tax Professionals and Attorneys to assist our clientele to help them attain their goals, preserve their wealth and then distribute their wealth in the most efficient manner with the least amount of taxes.

We take pride in providing unbiased, objective guidance, assisting our clients to help them achieve their most worthwhile financial goals, from generation to generation.Success can only be achieved by a strong work ethic and a commitment to work. Jeffrey learned both of these characteristics at a very early age from the family business, Del Taco which his grandfather founded. Since he was 6 years old, his father would take him to work and he would learn firsthand the value of a dollar, literally, his hourly wage.

Jeffrey joined Trilogy Financial Services in March of 2008, yearning for the opportunity to make a difference in the world, one person at a time. He attributes his passion and desire to help people to the family business. He was trained by his grandfather about what customer service really means. His grandfather still works in the Del Taco stores and delivers food to the dining patrons. His superior client service skills were then honed from his association with prestigious companies such as Patina Restaurant Group, and Marriott Hotels and Resorts where Jeffrey was an integral part of the management team.

As a testament to Jeffrey's work ethic, he was quickly promoted to be the first Vice President of Investments in West Covina in December of 2010. He attributes his rapid promotion to always putting the client first, just as he did when he worked for the family, Marriott and at Target.

Jeffrey is an Ambassador for the Chamber of Commerce in Ontario and currently serving on the board and Vice President of Team Referral Network.

In 1997, he earned his B.A. from Loyola Marymount University in Los Angeles. He is an Investment Advisor Representative and holds the Series 7, 63, 65, Life and Long Term Care insurance licenses.

Jeffrey lives in Upland with his wife Valerie and three sons, Jeffrey, Jacob, and Joshua. He coaches their baseball teams and the family looks forward to their summer tent camping trips in the Big Sur and Doheny Beach campgrounds.