HUNTINGTON BEACH, Calif., June 28, 2017 /PRNewswire/ -- Trilogy Financial Services announced today the promotion of Regional Vice President Jim Young to Managing Vice President of the Irvine, CA, office.
"We're excited to have new leadership in Irvine, CA," said Jeff Motske, Founder, and CEO of Trilogy Financial. "Jim's unique ability to inspire others and his focus on the personal relationships he has with the Irvine team will provide new direction and management to the branch while upholding Trilogy's vision and values."
Mr. Young began his career in Irvine, which at the time was the corporate office for Trilogy Financial. He flourished as a Financial Advisor and was one of the top managing partners in Irvine before relocating to San Mateo, CA. As Managing Vice President of one of Trilogy Financials' most productive branches, Mr. Young will oversee 18 Financial Advisors while maintaining the client-focused advice and team-based collaboration that is at the heart of Trilogy's core mission.
About Mr. Young
After graduating from the Culinary Institute of America, Mr. Young embarked on a successful and distinguished culinary career working in many of the top restaurants in Southern California. In 2001, Mr. Young decided to transition into a career that could offer him the opportunity to help people over the long term and on a more personal level. He determined that the financial services industry was best suited to help him achieve those goals and that Trilogy Financial matched his philosophy. Mr. Young was promoted to Regional Vice President in 2009 and left Irvine, CA, to open the San Mateo, CA office. In 2014, the San Mateo, CA, office moved to Walnut Creek, CA. Mr. Young and his wife Holly are excited about returning "home" to Irvine, CA.
About Trilogy Financial Services
Trilogy Financial Services is a privately-held financial planning firm with more than $2 billion in client assets. Headquartered in Huntington Beach, CA and with ten offices in the US, Trilogy Financials' service model focuses on the health and success of Trilogy's team of independent advisors, and their ability to support and empower the financial success of their clients.
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SOURCE Trilogy Financial Services, Inc.