Started career off as a banker
Alumni Washburn University
VP of Cherry Creek Chamber of Commerce, Young Professionals Advisory Board
Enjoys baseball & golf
Loves live music & concerts
Will video conference with clients to make it easier
Xavier Lewis joined Trilogy Financial in 2015 under the Wealth Advisor Group program. Equipped with a background in banking and an eye for the big picture, Xavier brings a valued perspective to the Trilogy Financial team.
As an Advisor, Xavier is focused on helping his clients create a sound financial foundation that can help support current and future goals and also provide protection for all that life can bring. By understanding his clients’ current financial situation, Xavier is able to craft a personalized strategy that can address the unique needs of his clients, no matter where they are in their financial journey. Planning for the future is exciting, and while Xavier is determined to make his clients’ financial planning as simple and stress free as possible, he also enjoys empowering his clients through education so that each person feels confident and knowledgeable about their financial strategy.
Xavier is a Colorado native that spent a brief stint away from home while attending Washburn University in Topeka, KS. During his tenure at Washburn, Xavier spent his time studying Finance and Business Management and also was a 4 year starting pitcher for the Ichabods baseball team. Xavier has earned his Series 66 License as well as his Colorado State Life & Health Insurance License. Currently, Xavier lives in Denver and enjoys golfing, softball and attending sporting events as well as all that Colorado outdoors have to offer.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
In addition to awareness, you need action. You need focused, decisive and immediate action to see change and to get yourself back on the road to financial independence.
FIRE (Financial Independence, Retire Early) is trending as a new financial lifestyle. FIRE promotes extreme savings in your 20s, 30s and 40s, with the goal of being able to live off passive income from the accumulated nest egg much earlier than typical retirement age.
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.