Mark Nicolet, CFP®, MBA, ABFP™

Mark Nicolet’s decade-long career at Trilogy Financial is driven by a deep commitment to helping individuals make impactful financial decisions one after another. With Mark’s attention to detail, diligence, and keen interest in behavioral finance, Mark wants his clients’ planning to match their priorities and vision of what they want. Mark assists clients in making informed decisions across various aspects of their financial lives, working towards achieving professional and personal financial independence.

Acknowledging the power of consistency, Mark challenges clients to integrate savings and investment plans into automated frameworks, recognizing both the role of emotions and math in thoughtful financial decision-making.

Mark earned his BA in Financial Management at Hillsdale College, his MBA from Drake University, obtained his Certified Financial Planner (CFP®) designation in 2017, and most recently, completed the Accredited Behavioral Finance Professional program, ABFP^SM.     He is a qualified Ramsey SmartVestor Pro for investing and financial planning. He is also an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He also holds his Series 6, 63, and 7 through LPL Financial, as well as his Life and Health Insurance License.

Mark met his wife, Meg, while at Hillsdale College, and they have four sons: Drew, James, William, and Luke. Family time is important and this emphasis on family underscores his holistic approach to financial planning. At Hillsdale, Mark was an All-American quarterback and captain. He played several seasons in Europe and the arena league prior to being in a collegiate coaching role. Now, he coaches clients through their next best steps and appreciates their trust and motivation.

*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.