Brett has been with Trilogy Financial since 2012 after spending several years working at a historic hotel in downtown Boulder Colorado. He believes that his previous hospitality experience gives him an ideal foundation for creating warm and helpful environments for clients in his work as a financial advisor.
Good listening skills, attention to detail and a great empathy for his clients’ personal situations are characteristic that his clients know him by. Working directly with the Planning Division at Trilogy Financial, Brett is able to assists in development and implementation of a diverse aggregation of client needs. He is effectively supported by an administrative team as well as professionals whose teamwork and professionalism help him provide excellent planning and 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. He holds multiple class wins and records in the heads-up 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.