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    Started career off as a banker

    Alumni Washburn University

    VP of Cherry Creek Chamber of Commerce, Young Professionals Advisory Board

    Enjoys baseball & golf

    Loves live music & concerts

    Will video conference with clients to make it easier

    Get to Know Xavier

    Xavier Lewis joined Trilogy Financial in 2015 under the Wealth Advisor Group program. Equipped with a background in banking and an eye for the big picture, Xavier brings a valued perspective to the Trilogy Financial team.

    As an Advisor, Xavier is focused on helping his clients create a sound financial foundation that can help support current and future goals and also provide protection for all that life can bring. By understanding his clients’ current financial situation, Xavier is able to craft a personalized strategy that can address the unique needs of his clients, no matter where they are in their financial journey. Planning for the future is exciting, and while Xavier is determined to make his clients’ financial planning as simple and stress free as possible, he also enjoys empowering his clients through education so that each person feels confident and knowledgeable about their financial strategy.

    Xavier is a Colorado native that spent a brief stint away from home while attending Washburn University in Topeka, KS. During his tenure at Washburn, Xavier spent his time studying Finance and Business Management and also was a 4 year starting pitcher for the Ichabods baseball team. Xavier has earned his Series 66 License as well as his Colorado State Life & Health Insurance License. Currently, Xavier lives in Denver and enjoys golfing, softball and attending sporting events as well as all that Colorado outdoors have to offer.

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    Meet Xavier’s Team
    Scroll through to see each of the Advisors
    Vice President of Wealth Management
    Brett Miller, AIF®
    Vice President of Wealth Management
    Mark Nicolet, CFP®, MBA

    Experience the Trilogy Difference

    We believe that real Life Planning is progress, not perfection.

    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.

    Call Us To Get Started. (844) 356-4934