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Get Started on Your Financial Life Plan Today
Denver Team
Together We Do More for You
Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a
collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each
team member are the key to giving you the best guidance, coaching you towards your real life goals.
- Wealth & Asset Management
- Investment Consulting
- Advanced Planning
- Wealth Protection & Wealth Transfer
- Relationship Management
- Charitable Giving
Meet Your Financial Team
MARK NICOLET, CFP®, MBA
VICE PRESIDENT OF WEALTH MANAGEMENT
- Dave Ramsey SmartVestor Pro*
- Certified Financial Planner
- Extensive behavioral finance coaching experience
BRETT MILLER, AIF®
WEALTH ADVISOR
- Building long-term relationships for affluent and successful families and individuals
- Philanthropic involvement with Glendorn Foundation, Morgan Adams Foundation
- University of Denver graduate with 10 years of industry experience
STEVE HARTEL, MBA, AIF®
WEALTH ADVISOR
- 22 years experience in financial planning
- University of Denver Mentor Program
- Extensive experience implementing and serving 401k programs
- Experience with high-net-worth family offices and individuals
XAVIER LEWIS
WEALTH ADVISOR
- Investment & Income Planning Strategies
- Short & Long-Term Retirement Savings Plans
- Risk & Insurance Analysis
- 2020 Vice and 2021 President of the Cherry Creek Chamber Young Professionals Board
ZACH SWAFFER, CFP®
WEALTH ADVISOR
- Certified Financial Planner
- Investment/Insurance Analysis & Modeling
- Financial Plan Construction
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.