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    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.
    Denver - Team

    Meet Your Financial Team

    mark nicolet

    MARK NICOLET, CFP®, MBA

    VICE PRESIDENT OF WEALTH MANAGEMENT
    brett miller

    BRETT MILLER, AIF®

    WEALTH ADVISOR
    steve hartel

    STEVE HARTEL, MBA, AIF®

    WEALTH ADVISOR
    xavier lewis

    XAVIER LEWIS

    WEALTH ADVISOR
    zach swaffer

    ZACH SWAFFER, CFP®

    WEALTH ADVISOR

    Contact Us

    101 University Blvd. #450 Denver, CO 80206 | Office: (303) 300-3323

    *The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.
    Call Us To Get Started. (844) 356-4934