"For 10 years, I have used proven coaching strategies to help clients strive for their most important financial goals through behavior modification and sound planning."
Mike Broker is the Managing Vice President of Trilogy Financial's Denver branch. As a financial advisor, Mike’s goal is to provide clarity and insights into his client’s financial priorities and work with his clients to create a financial roadmap that allows them to pursue their goals. Mike graduated with a Finance degree from Georgia State University and started his career with Trilogy Financial in the beginning stages of the Great Recession of 2008. Although this timing was not ideal, he quickly gained invaluable real world experience. While helping clients recover and get ahead during a difficult time in our economic history, Mike became a Certified Financial PlannerTM. In addition, Mike holds multiple FINRA Securities registrations including series 6, 63, 7, and 24 with LPL Financial and the series 65 with Trilogy Capital, Inc., as well as his life and health insurance license. He has been included in Trilogy’s Circle of Excellence* from 2013, 2015-2018, and has been featured in local and national publications including 9News Denver, fiduciarynews.com, and Forbes magazine for his expertise and insights in financial planning and wealth management.
By combining his passions for fitness and finances, Mike believes that working toward a more solid future financial well-being is very similar to working toward better future health. They both take a long-term view; making more good decisions than bad ones over a long period of time. They also require an attitude of no shortcuts to success, whatever your definition of success may be. There is a lot of misinformation available in both of these fields, so a good base level education for health and wealth is the best way to reach toward goals.
Mike served as a member of the advisory board for Make a Wish Colorado for nearly two years, and joined the board of directors in September of 2018.
Mike lives in Centennial, Colorado with his wife Kim and their three children Dexter, Callen, and Greta. When not planning for clients, he enjoys spending time with his family, hiking and coaching Tee-ball.
* The Circle of Excellence is an exclusive conference for Trilogy Financial Advisors. Invitations are given to 20% of Trilogy advisors based on annual production.
*Award based on ten objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013-2017 Five Star Wealth Managers.
Read Mike in the National News