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’s focus has been on providing excellent customer service while building long-term relationships with a growing client base. His previous experience in the Wealth Management Division at UBS and in the hospitality industry gives him an ideal foundation for financial planning. With strong listening skills, attention to detail, and great empathy for his client’s personal situations, Brett offers his clients individualized strategic planning. His current focus is on helping individuals and small businesses define and prioritize their financial goals, then creating strategies to help them pursue them.
Through the use of various risk mitigation tools, Brett is able to help his clients protect and plan for the future. He holds a BSBA in Finance from the University of Denver. Brett currently holds his Series 6, 7, and 63 registration with LPL Financial and Series 65 registration with Trilogy Capital, Inc. He also holds his Colorado Life & Health, and Long-Term Care (LTC) Insurance Licenses.
Brett is the Board President for The Mile High Club of Denver, an organization with a long history of members sharing ideas and listening to presentations on a broad range of subjects relating to their community. He is also an active board member of The Glendorn foundation, a committee chair for The Morgan Adams Foundation, and is a member of Business Network International. In his spare time, Brett spends time with his family and is an avid drag racer, holding multiple class wins and records.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
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.