Orange County Media

Jeff Motske is Featured in the Orange County Business Journal

Click here to read "Advisor Building Own Field of Dreams" - January 15, 2018.

Jeff Motske Discusses Middle Class Scholarships on ABC 7

Click here to watch Trilogy President, Jeff Motske, discuss the struggles of middle class students to receive scholarships and what little known options California students may have to help mitigate that cost.

What Happens To Couples During a Midlife Crisis?

Watch Trilogy President, Jeff Motske, on Money Matters with Dino talk about what happens to couples during a midlife crisis! - Click here to view

What Happens To An Irrevocable Trust During A Divorce?

Watch Jeff Motske, Trilogy’s President and CEO, on Money Matter with Dino talk about what happens to an irrevocable trust during a divorce - Click here to view

Should You Talk With Your Children About Your Estate?

Watch Jeff Motske on Money Matters with Dino discuss talking to your children about your estate. Click here to view!

When Should A Couple Consider A Living Trust?

Watch Jeff Motske on Money Matter with Dino discuss when a couple should consider a living trust. Click here to view!

Trilogy’s President, Jeff Motske, a Model of Work/Life Balance

Read about Trilogy’s culture of work/life balance and how it flows directly from the leadership of its president and founder Jeff Motske.

Click Here to read the article in the OC register


If you received an email inviting you to the 2018 Operations Leadership Retreat, please let us know if you will be attending by clicking the image above or completing the form below. RSVP deadline is: Friday, April 6th. 
Event Details: 
  • Location: Kimpton Shorebreak Hotel
  • Parking will be provided
  • Optional dinner will be hosted the evening of Thursday, May 10th


Ops Retreat Travel Agreement: Click here to download 


Hotel: Kimpton Shorebreak Hotel is our boutique Huntington Beach hotel, you will be situated just steps from the hottest sand in Surf City, USA, as well as at the epicenter of the Main Street scene. Inside the property, a relaxed, coastal vibe is created through spirited interior design, an open-air patio with cozy firepits, elevated beach-chic dining and spacious, airy accommodations -- many offering views of the Huntington Beach Pier. Welcome to the most beloved hotel in Huntington Beach -- paradise found.

Amenities include:

  • Complimentary internet in guestrooms
  • Hosted evening wine hour
  • Fireside S'mores nightly from 5:00 - 10:00 PM
  • 24-hour access to the gym


Flights: For those of you who will be flying in, Rhiannon Gharibeh will be contacting you to book your flights. She will also coordinate your transportation from the airport the hotel and vice versa.

If you haven't already, please RSVP below: 


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