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 give him an ideal foundation for financial planning. With strong listening skills, attention to detail and great empathy for his clients’ 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 and his Series 65 registration with Trilogy Capital, Inc. He holds a Colorado Life and Health Insurance License as well as a Long-Term Care Certification.
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.