We Help Everyday People Manage Their Financial Challenges
While our financial advisors have all kinds of experience and knowledge, it’s their passion for helping real people pursue their goals that we believe sets us apart. We treat our clients as people, not just a number. There is a thoughtful, experienced and knowledgeable person behind the financial strategies we recommend. Our advisors come from various backgrounds, but one thing they have in common is their enthusiasm for seeing their clients learn and make informed financial decisions that will help them live the life they enjoy and deserve.
At Trilogy, we help everyday Americans navigate financial challenges as they arise. In our Corona office, we have a team of financial professionals who specialize in all areas of financial planning to help you with your:
Financial future
We can help you change your mindset to go from living paycheck to paycheck to creating a financial strategy that includes paying off debt and saving for the retirement you deserve. Read more in our blog.
Wealth management
Investing can be intimidating. That’s why we approach it as a carefully-executed strategy in your life plan. We’ll guide and coach to help you make informed financial decisions along the way. Read more in our blog.
Retirement planning
Sometimes, it’s hard to see the future when daily life gets busy. We can help you create a life plan for now and prepare for the long term, so your end game is a winner. Read more in our blog.
Plus much more.
Leadership
With Trilogy, you don’t just have an Advisor; you have a whole team in your corner.
Our experienced professionals are investment fiduciaries with multiple CFP’s. They are specialists in planning techniques, planning software and bring decades of experience in advanced protection planning. Their distinctive abilities enable us to give you customized guidance — coaches that will move toward achieving your real-life goals.
Our Corona location features a strong leadership team that includes:
Jeff Seuferling, CFP® – is our Managing Vice President and Chief Quality Officer. He knows the power of saving money and he wants to help others learn how to save for their financial futures. For Jeff, it’s all about creating the all-important life plan. After receiving an accounting degree from the University of Central Missouri, Jeff gained real estate, investments, taxes and estate planning experience. He opened Trilogy’s first expansion branch in Corona and trained many successful Advisors from various backgrounds. Jeff has over two decades of experience with Trilogy and in the financial industry. He is a Certified Financial Planner and Investment Advisor Representative with Trilogy Capital, Inc., in which he holds his Series 65 Registration. In addition, he holds his Series 6, 7, 24, 51, and 63 Registrations with LPL Financial and holds a license for Life Insurance.
Derrick Blanchette – Senior Vice President Of Wealth Management.
Derrick began working at Trilogy in 2014 with a desire to inspire and empower everyday Americans. He enjoys developing his relationships with his client partners and helping them succeed. He believes knowledge is power, which is why he is passionate about sharing the tools, resources and services that Trilogy provides to positively impact a client’s life and financial plan.
He currently lives in Corona and is very involved in the local community. He is a member of the Corona Chamber of Commerce and participates in the Corona High Annual 5k Run that benefits the Corona High School Girls Athletics. Derrick also enjoys an active lifestyle. If he isn’t snowboarding, you may find him on a soccer, football or softball field swinging for the fences. If you find him on a golf course, make sure you stand in a safe place.
Derrick graduated from Loyola Marymount University with a Bachelor of Arts in Business Administration. He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He also holds his Life, Health and Long-Term Care Insurance License, as well as his Real Estate License.*The Rising Star award is given to the advisor with the highest weighted production for the past 24 months and started in the field in within the last 36 months.**The Top Estate Referrals award is given to the advisor who made the most referrals to the Law Office of Mark E. Lewis for the year.
Nathan Brown – is a Senior Vice President Of Wealth Management. He is passionate about teaching people how to live a confident financial life. His service offerings include looking at client behaviors and helping them make changes so their money goes to work for them. Nathan is one of the youngest Advisors to be promoted to Senior Partner in Trilogy’s history and is a SmartVestor Pro*. He is an Investment Advisor Representative and holds the Series 65 securities registration with Trilogy Capital, Inc. and holds the Series 6, 7, and 63 registrations with LPL Financial. He also holds a California Life, Health and Long-Term Care License.
Casey Dettorre – is a Senior Vice President Of Wealth Management. He learned about investing at a young age when he received stocks as birthday and Christmas gifts from his grandparents. Casey enjoys the positive impact he makes on individuals and families. He also supports the Boys and Girls Club. He is an avid golfer and values the necessary discipline and competitive drive needed in the sport. He currently holds his Series 6, 7, and 63 registrations with LPL Financial and Series 65 with Trilogy Capital Inc., as well as Life, Health and Long-Term Care Insurance License. He has been a SmartVestor Pro* for over ten years.
Scott Naiman, RICP® – is an SRVP of Wealth Management. He focuses on big-picture planning in putting together professional strategies and courses of action to empower his clients in pursuing their financial goals. As a former Los Angeles County Sheriff’s Deputy, Scott dedicates himself to making a positive impact by devoting his time to coaching new and tenured representatives. He helps develop their skills, so they succeed in helping clients work towards financial independence. He has a RICP® (Retirement Income Certified Professional) designation. He also holds FINRA Series 6, 7, and 63 registrations with LPL Financial, the Series 65 registration with Trilogy Capital, Inc. and a California Life and Health Insurance License.
Thurman Schisler – is a Supervising Vice President at Trilogy. He specializes in helping clients develop a process-driven, systematic approach to financial planning. This includes coordinating investment, tax and estate planning strategies towards defined goals. Thurman believes that getting out of debt and following a plan is the best method for attaining long-term financial success. He is an Investment Advisor Representative and holds the series 65 registration. He also holds the series 6, 7, 24, and 63 registrations through LPL Financial and a California State Insurance License for Life, Health, Annuity and Long-Term Care.
Keegan Tanghe, AIF® – is a Senior Vice President Of Wealth Management. He heads up a team of specialists focused on investment, tax, estate and protection planning for clients in various stages of their lives. He believes educating his clients before making any financial decision is an integral part of the planning process. Outside of work, Keegan is actively involved at his church and participates in the Relay for Life events and supports St. Jude Children’s Hospital. He is a SmartVestor Pro* and holds his FINRA Series 6, 7, and 63 securities registrations through LPL Financial and the Series 65 registration through Trilogy Capital, Inc. He also holds his Life & Health and Long-Term Care (LTC) Licenses.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.
**The Rookie of the Year award is given to the advisor that started in the field in the 4th quarter of the previous year and had the most weighted production in the current year.
***The Rising Star award is given to the advisor with the highest weighted production for the past 24 months and started in the field within the last 36 months.
****The Baker’s Dozen is an award given to the top 13 advisors for the year based on total weighted production.
Let’s Build a Strong Financial Future – Together
Financial planning isn’t just for the ultra-wealthy, it’s for everyday Americans looking to make their dreams come true. Let us help you get there.
Katie Donnelly, Sylvia James, Joseph Roessler and Jonathan Sabat are solely investment advisor representatives of Trilogy Capital, and not affiliated with LPL Financial. Janeane Vena is a registered assistant with LPL Financial.
Some advisors associated with this material are registered representatives of LPL Financial (LPL) and are Investment Advisor Representatives (IAR’s) for Trilogy Capital Inc. (TC). Some IAR’s of TC are not registered or affiliated with LPL. Securities offered through LPL. Member FINRA/SIPC. Investment advisory services offered through TC, A Registered Investment Advisor. TC markets advisory services under the name of Trilogy Financial (“TF”), an affiliated but separate legal entity. TC and TF are separate entities from LPL. The LPL Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the United States.
