Get Started

Get Started on Your Financial Life Plan Today

We use cookies to ensure our visitors have the best browsing experience on our website.

Started career off as a banker

Alumni Washburn University

President 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 is an established Wealth Advisor with a passion for empowering individuals, families, and business owners to help secure their financial futures. Drawing from his background in banking and his ability to see the bigger picture, he has been a dedicated member of the Trilogy Financial team since 2015.

With a strong commitment to his clients’ best interests, Xavier specializes in crafting personalized financial strategies that help clients pursue their goals. Xavier’s holistic approach to planning ensures every plan he and his team develop is mindful of current market trends, unforeseen headwinds, and tax efficiencies, resulting in a confident journey toward reaching your financial goals.

Outside of his role as a Wealth Advisor, Xavier wears the hat of President for the Cherry Creek Chamber of Commerce Young Professional’s Board, a role he’s held since 2020, as well as being elected to the Executive Board for the Chamber as well. These positions help strengthen his dedication to fostering community connections and shaping future leaders.

Xavier holds Finance and Business Management degrees from Washburn University, in Topeka, Kansas.  He also excelled as a four-year starting pitcher for the NCAA Division II Ichabods baseball team. His professional achievements, include his Series 66, and Colorado State Life & Health Insurance Licenses.

As a Denver native, Xavier spends a lot of his free time on the golf course or out at restaurants with his new bride.  He has also been a lifelong Colorado sports fan and always enjoys days watching his favorite teams play.

 

Xavier is solely an Investment Advisor Representative of Trilogy Capital, and not affiliated with LPL Financial.

Read More
Meet Xavier’s Team
Scroll through to see each of the Advisors
Vice President of Wealth Management
Mark Nicolet, CFP®, MBA, ABFP™
Vice President of Wealth Management
Michael Fibiger

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