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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.

Meet Your Financial Team

mark nicolet

MARK NICOLET, CFP®, MBA, ABFP™

VICE PRESIDENT OF WEALTH MANAGEMENT

MICHAEL FIBIGER

VICE PRESIDENT OF WEALTH MANAGEMENT
brett miller

BRETT MILLER, AIF®

WEALTH ADVISOR
xavier lewis

XAVIER LEWIS

WEALTH ADVISOR

GUNNER OURY

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.

Get Started on Your Financial Life Plan Today

Do not fill out the form below if you are an existing client. Please contact your Advisor directly.