HUNTINGTON BEACH TEAM

Together We Do More for You

Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each team member are the key to giving you the best guidance, coaching you towards your real life goals.

Meet Your Financial Team

jeff motske

Jeff Motske, CFP®

President and CEO
Wealth Management
Investment Planning Strategies
401(k) & Retirement Planning
Legacy Planning
Financial Compatibility

Hallie Dena

Client Service Associate III
Wealth Management
Inherited Wealth
Female Investors
Young & Married
Single High Income

Brittany Cadena

Client Service Associate
Internal Partner
Reporting Consultant
Docusign Specialist
Email: brittany.cadena@trilogyfs.com
Call: (949) 852-7834, ext. 1234

Contact Us

2601 Main Street | Suite 100 | Irvine, CA 92614 | Office: 949.221.8105

Get Started on Your Financial Life Plan Today