Management Team

Experienced Advisors

Jeff Seuferling, Regional Vice President

Jeff Seuferling has found the financial services industry to be a natural fit for his lifelong interest in saving money for the future and watching money grow. After receiving an Accounting degree from the University of Central Missouri, Jeff entered into the financial planning industry in April of 1996. In September of 1999, Jeff left his position as a Sr. Planner and moved to Trilogy Financial Services, a perfect match for his passion in helping clients achieve their financial goals. His position today is as a Regional Vice President in Corona, serving the greater area of Riverside and San Bernardino counties. He holds securities licenses (series 6, 63, 51, 7,65 and 24) and an insurance license and is a registered principal and OSJ manager.

Jeff entered into the Trilogy family as an Investment Executive and quickly moved into a management position. Jeff opened up the first expansion office for Trilogy and continues to service existing clients. As a very motivated leader focused on excellence, he thrives on achieving his personal goals as well as those of his client’s.

Jeff’s narrow focus allows him to concentrate on the few things that are of the utmost importance, and that is family and career. This narrow focus allows Jeff to strive for excellence in helping clients achieve their goals in the areas of retirement, tax, and estate planning. Jeff and his wife Julie have two sons, Alec & Bretton and reside in Irvine, CA. Other interests also include wrestling, golf, running, and coaching.

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