As Trilogy Financial’s Chief Strategy Officer, Mike Broker, CFP, understands the need to work diligently in the moment to build something great for the future. He 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 great experience helping clients recover and get ahead during a difficult time. His vision and fortitude are assets that he brings to both his clients and the firm, and his background as a Certified Personal Trainer allows him to coach his clients and team members to great success.
Mike’s desire to help others achieve their goals runs through all that he does. He specializes in helping his clients transition from accumulating wealth to living from it. His own personal experience of receiving a settlement at a young age provides him with empathy and understanding of the value of simplifying complex concepts for his clients. On a personal note, Mike currently serves as a member of the Board of Directors for Make a Wish, Colorado to continue to help others achieve dreams they believe may be out of reach.
He 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. Currently studying for his MBA at the University of Denver, Mike has a Finance Degree from Georgia State University. He is an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He holds his Series 6, 7, 24 and 63 Registrations with LPL Financial, as well as his Life and Health Insurance License.
* 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 Five Star Wealth Managers. Awarded by a company called Five Star.