Brett joined Trilogy Financial in 2012 after more than seven years in the hospitality industry. Brett’s previous hospitality experience gives him an ideal foundation for financial planning. With strong listening skills, attention to detail and a great empathy for his clients’ personal situations, Brett offers his clients individualized strategic planning. Working in a Wealth Advisor Group, Brett’s team brings more than 25 years of financial planning and assist Brett in the development and implementation of diverse financial plans. He is effectively supported by an administrative team who help him provide excellent customer service while building long-term relationships with a growing client base.
Brett proudly holds a BSBA in Finance from the Daniels College of Business at the University of Denver. While attending the University, he spent 10 months as an intern in the Wealth Management Division at UBS. This experience led him down the path to becoming a financial planner. His current focus is on helping individuals and small businesses define and prioritize their financial goals, then creating strategies to help them pursue these goals. He holds his FINRA series 6, 7, and 63 registrations with LPL Financial, the Series 65 registration with Trilogy Capital, Inc., and also holds Colorado life and health insurance licenses.
Brett is an avid Drag Racer. During the summer months; most weekends you will find him at Bandimere Speedway in Morrison Colorado competing heads up pro drag racing in his 1300HP 2JZ Lexus SC300. He holds multiple class wins and records in the racing series in which he competes. He is very close with his family whom mostly lives in Colorado and enjoys everything that Denver has to offer.