While attending the University of Denver, Brett spent ten months as an intern in the Wealth Management Division at UBS. This experience led him down the path to becoming a financial planner. Brett joined Trilogy Financial in 2012 as a member of Trilogy’s Wealth Advisor Group. Working in a Wealth Advisor Group, Brett’s team brings more than 25 years of financial planning and assist Brett in the development and implementation of diverse financial plans. He is effectively supported by an administrative team who help him provide excellent customer service while building long-term relationships with a growing client base. Brett’s previous hospitality experience gives 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.
Brett proudly holds a BSBA in Finance from the Daniels College of Business at the University of Denver. His current focus is on helping individuals and small businesses define and prioritize their financial goals, then creating strategies to help them pursue these goals. Brett holds his Series 65 registration with Trilogy Capital, Inc. He also holds a Colorado life and health insurance license as well as a Long Term Care Certification. Through the use of various risk mitigation tools he is able to help his clients protect and plan for the future.
Brett is the Board President for The Mile High Club. A long-standing Denver Tradition, the Mile High Club, was established in 1902. This quarterly meeting is a time for members to share ideas, engage in discussion, socialize and listen to a presentation on a broad range of subjects relating to our community. Some notable speakers have been: Woodrow Wilson, George Bush Senior, Penny Tweedy, and Philip Anschutz.
He is also an active board member of The Glendorn foundation and committee chair for The Morgan Adams Foundation. Brett is an avid Drag Racer. Most summer weekends you will find him at Bandimere Speedway in Morrison, Colorado, competing in heads up pro drag racing in his 1300HP 2JZ Lexus SC300. He holds multiple class wins and records in the racing series in which he competes.
Brett is very close with his family, who mostly live in Colorado, and enjoys life with his wife Raquel and everything that Denver has to offer.