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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