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CONNECT WITH A TRILOGY ADVISOR

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CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

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CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

corona   BRANCH OFFICE
980 Montecito Drive, Suite 108 Corona, CA 92879
As the "Gateway to the Inland Empire". The Corona branch balances their passion for work and play, Trilogy is here to help you navigate the waters wherever your story takes you.
(951) 738-1100

MEET THE CORONA ADVISORS

Jeff Seuferling, CFP®
Managing Vice President
Jeff Seuferling has always been a saver. He started work at an early age, saving money into the old fashioned passbook savings account, the ...
(714) 843-9977 x6119

Nathan Brown
Senior Vice President of Wealth Planning
Nathan joined Trilogy in 2006 with one goal… to help people. Since then he has developed a passion to teach people how to live...
(951) 738-1100 x6151

Derrick Blanchette
Wealth Advisor
Derrick graduated from Loyola Marymount University in 2009 with a Bachelor of Arts in Business Administration. He is an Investment Advisor...
(714) 843-9977 x6132

Joshua Counts
Wealth Advisor
Joshua has always had the heart of a teacher. This was instilled in him by his grandfather and uncle, who were both in the financial services industry. 
(951) 738-1100 x6106

Casey Dettorre
Senior Vice President of Wealth Planning
Financial planning is not well-served by using a generalized approach. As a Vice President of Client Services with Trilogy Financial...
(949) 852-7827

Katie Donnelly
Wealth Advisor
Growing up with 7 brothers and sisters, Katie (an observant middle child) was surrounded by a lot of different personalities...
(951) 738-1100 x6104

Richard Higbee
Wealth Advisor
As a Wealth Advisor with Trilogy Financial, Rick Higbee works alongside individuals, families, and small business owners, helping them...
(951) 738-1100 x6322

Scott Naiman
Vice President of Wealth Planning
Scott Naiman is dedicated to putting together unique strategies and courses of action that empower his clients to accomplish their financial...
(951) 738-1100 x6155

Matthew Phillips
Wealth Advisor
Matthew joined Trilogy in 2014 eager to serve his clients in a way where they would prosper. Integrating his desire to educate others on how...
(951) 738-1100 x6137

Sebastian Ruelas
Wealth Advisor
Sebastian Ruelas has always had the drive and passion of an entrepreneur. His range of experience in different industries allowed him...
(951) 738-1100 x6105

Jonathan Sabat
Wealth Advisor
As a child Jonathan has always taken an interest in money; always saving and investing. This interest in money drove him to the career that he has now...
(951) 738-1100 x6112

Thurman Schisler
Wealth Advisor
As a Financial Advisor with Trilogy Financial Services, Thurman Schisler helps his clients develop a process-driven, systematic approach to...
(951) 738-1100 x6152

Keegan Tanghe, AIF®
Senior Vice President of Wealth Planning
Keegan Tanghe joined Trilogy Financial in June of 2004, two weeks out of college. Now after building a successful practice, working with...
(951) 738-1100 x6136

Frederick A. Wright IV
Wealth Advisor
Frederick was born and raised in the inland empire and is the youngest of his parents six children. Frederick has always been gifted with numbers...
(951) 738-1100 x6138

Sandra Vegerano
Operations Administrator
(951) 738-1100 x6111

 

Derrick Blanchette, Joshua Counts, Katie Donnelly, Matthew Phillips, Sebastian Ruelas, Jonathan Sabat, Fredrick A Wright IV, have no affiliation with LPL Financial. They are affiliated solely through Trilogy Capital, a registered investment advisor.

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