Enjoys everything that Denver has to offer
Been with Trilogy Financial since 2012
University of Denver Alumni
Is an avid drag racer
Will video conference with clients to make it easier
Since joining Trilogy Financial in 2012, Brett has been dedicated to delivering exceptional service while cultivating enduring relationships with his clients. As Vice President of Wealth Management, he draws from financial and hospitality backgrounds, creating a sturdy foundation for his financial planning.
Brett empowers his clients to safeguard their financial destinies and by helping them align their finances with their most important priorities. Holding a BSBA in Finance from the University of Denver, he is registered with LPL Financial (Series 6, 7, 63), Trilogy Capital (Series 65), and holds Colorado Life & Health and LTC Insurance Licenses. Brett is also an Accredited Investment Fiduciary or AIF®, which aligns with his philosophy to always put his clients’ interests first.
Outside of finance, Brett serves his community as Board President of The Mile High Club of Denver (established 1902), Board member of The Glendorn Foundation (established 1953) and strong contributor to The Morgan Adams Foundation. His passion for pediatric cancer research and dedication to community growth are evident.
In addition to professional and philanthropic work, Brett lives in Denver with his wife Raquel, young son Luca, and dog Charlie. Brett also has a passion for drag racing, holding multiple records and magazine features spanning two decades.
To Brett, simplicity is sophistication. He offers clear financial roadmaps, bridging intentions and actions. Brett’s mission centers on helping clients transition from passive hopes to active, purposeful financial planning, ensuring legacy and prosperity.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.