Hillsdale College Alumni
Has an MBA
All Pro Dad’s Father Son Breakfast, Member
Completed Boulder Ironman
Summited Mt. Kilamanjaro
Will video conference with clients to make it easier
From the beginning of his career, Mark Nicolet committed himself to making an impact. With a passion for advising and coaching others, Mark works with his clients on an individual level to better understand their specific priorities and time frames. With his attention to detail and gift for communication, Mark makes sure their actions match their priorities and the vision of what they want. He not only believes that eliminating debt and investing for the long term is the ideal way to build wealth, he is also committed to educating and empowering his clients to make smart decisions about college savings, retirement, investment goals and their overall financial future.
Growing up in the Midwest, Mark was an All-American quarterback and captain for his collegiate football team. He played several seasons in Europe and the arena league before returning to his alma mater, Hillsdale College, to coach collegiate football. Continuing his efforts to make an impact, he partners with nonprofit A Weight Off, a resource to inform and empower the aging community as well as hosts a Father-Son breakfast for local Lakewood families.
Mark earned his MBA from Drake University and has obtained his CFP® designation. He is a qualified Dave Ramsey SmartVestor Pro* for investing and financial planning. He is also an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He also holds a Life and Health Insurance license.
*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.
A commitment to an automatic, monthly savings plan provides clarity and confidence within our day-to-day lives. Once in place, what’s left to spend, is up to you.
Education and the cost of college is the obvious priority with kids, protecting your child with life insurance with accelerated benefit riders as a second priority.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.