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CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  


CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

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CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

denver   BRANCH OFFICE
101 University Blvd, Suite 450, Denver, CO 80206
 
(303) 242-8950

MEET THE DENVER ADVISORS

Mike Broker, CFP®
Chief Strategy Officer
In December of 2007, Michael began his career as a financial advisor with Trilogy Financial. He obtained his FINRA series 6, 63, 65, and 7...
(303) 300-3323 x5224

Darcy Borella, CFP®
Wealth Advisor
​Darcy began her career as a speech-language pathologist and spent 10 years in healthcare management, overseeing therapy teams in long-term care facilities...
(303) 300-3323 x5117

Sean Covi, CFP®, CLU®
Vice President of Advance Planning
As Vice President of Advanced Planning at Trilogy Financial Services, Sean Covi is based in the Denver office and travels around the country...
(303) 300-3323 x5151

Rebecca DeSoto
Wealth Advisor
Rebecca began her career at Trilogy in 2014. Though finance wasn't the path she'd envisioned up to this point, aspects of the job...
(303) 300-3323 x5110 

Michael Fibiger
Vice President of Wealth Planning
Michael's objective as a wealth associate at Trilogy Financial is to make sure that his clients have someone to turn to for each...
(303) 300-3323 x5255

Steve Hartel, AIF®
Wealth Advisor
Steve does not believe in cookie cutter financial plans. Everyone's needs and goals are different; what may make sense for one person...
(303) 300-3323 x5221

Shawn Jaeger
Wealth Advisor
Shawn joined Trilogy Financial in May 2018, after a successful career managing sales operations for more than ten years in the state of Nebraska.
(303) 300-3323 x5126

Heather Klutznick
Vice President of Investments
Heather is a Wealth Advisor for Trilogy Financial. Prior to taking on this role, she managed one of the largest Trilogy offices nationwide...
(303) 300-3323 x5120

Xavier Lewis
Wealth Advisor
Xavier Lewis joined Trilogy Financial in 2015 under the Wealth Advisor Group program. Equipped with a background in banking and an eye... 
(303) 300-3323 x5124

Leslie McMullen
Vice President of Wealth Planning
Leslie McMullen joined Trilogy Financial in August of 2007. In October of 2011, he was promoted to Vice President of Wealth Planning...
(303) 300-3323 x5212

Brett Miller, AIF®
Wealth Advisor
Brett has been with Trilogy Financial since 2012 after spending several years working at a historic hotel in downtown Boulder Colorado.
(303) 300-3323 x5106

Paul Moore, Esq.
Wealth Advisor
As a wealth advisor at Trilogy Financial, Paul Moore helps clients make educated decisions and work towards their financial goals.
(303) 300-3323 x5109

Mark Nicolet, CFP®, MBA
Wealth Advisor
From the beginning of his career, Mark Nicolet committed to making an impact...From the beginning of his career, Mark Nicolet committed to making an impact.
(303) 300-3323 x5227

Kevin Rose, CFP®
Financial Advisor
Everyone's economic and life situation is unique, and Kevin keeps that in mind in helping clients create their Financial Roadmap...Everyone's economic and life situation is unique
(303) 300-3323 x5123

Caitlin Spain
Wealth Advisor
With a background heavily weighted in music and in the beauty industry, Caitlin’s decision to build a career in the world of finance...
(303) 300-3323 x5129

Zach Swaffer
Wealth Advisor
Zach’s passion is coaching. After an injury derailed his athletic plans, Zach became a student coach to help develop and monitor his former teammates...
(303) 300-3323 x5125

Jeff Wren
Wealth Advisor
Jeff Wren built a professional 18-year career in the stock market before joining Trilogy's Denver office in 2004...Jeff Wren built a professional 18-year career
(303) 300-3323 x5137

Diane Zing
Vice President of Wealth Planning
Diane's financial planning practice focuses on meeting the needs of multi-generational families and entrepreneurs...
(303) 749-6115

 

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