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Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  


CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

CONNECT WITH A TRILOGY ADVISOR

Simply complete this form and a financial advisor will contact you shortly to provide answers to your financial questions.

 

  

denver   BRANCH OFFICE
101 University Blvd, Suite 450, Denver, CO 80206
Denver is one of the biggest small towns you'll find. At Trilogy Financial, we strive to treat our clients with the small town approach. We take the time to get to know our clients and understand what it is they are truly trying to accomplish before recommending any course of action.
(303) 242-8950

MEET THE DENVER ADVISORS

Mike Broker, CFP®
Managing Vice President
In December of 2007, Michael began his career as a financial advisor with Trilogy Financial. He obtained his FINRA series 6, 63, 65, and 7...
(303) 300-3323 x5224

Nick Richtsmeier
EVP Trilogy Financial, COO TrilogyCapital
As Chief Operating Officer of TrilogyCapital, Nick Richtsmeier maintains a commitment to 'goal-driven action', in everything he does, both...
(303) 300-3323 x5195

Sean Covi, CFP®, CLU®
Vice President of Advance Planning
As Vice President of Advanced Planning at Trilogy Financial Services, Sean Covi is based in the Denver office and travels around the country...
(303) 300-3323 x5151

Darcy Borella
Wealth Advisor
​Darcy began her career as a speech-language pathologist and spent the last 10 years in healthcare management...
(303) 300-3323 x5117

Dana Edwards
Wealth Advisor
​Dana's career has always focused on education, sound advice, and connection with her clients and their goals.​Dana's career has always focused on education
(303) 300-3323 x5226

Michael Fibiger
Vice President of Wealth Planning
Michael's objective as a wealth associate at Trilogy Financial is to make sure that his clients have someone to turn to for each...
(303) 300-3323 x5255

Steve Hartel, AIF®
Wealth Advisor
Steve does not believe in cookie cutter financial plans. Everyone's needs and goals are different; what may make sense for one person...
(303) 300-3323 x5221

Heather Klutznick
Vice President of Investments
Heather is a Wealth Advisor for Trilogy Financial. Prior to taking on this role, she managed one of the largest Trilogy offices nationwide...
(303) 300-3323 x5120

Xavier Lewis
Wealth Advisor
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 pictureyler has been with Trilogy Financial since 2012... 
(303) 300-3323 x5124

Leslie McMullen
Vice President of Wealth Planning
Leslie McMullen joined Trilogy Financial and National Planning Corporation as a Registered Representative in August of 2007...Leslie McMullen joined Trilogy Financial and National
(303) 300-3323 x5212

Brett Miller
Wealth Advisor
Brett has been with Trilogy Financial since 2012 after spending several years working at a historic hotel in downtown Boulder Colorado.
(303) 300-3323 x5106

Chase Moore
Wealth Advisor
Chase Moore made his way into the financial services industry by way of a passion to empower others to live their best life story.
(303) 300-3323 x5102

Paul Moore, Esq.
Wealth Advisor
As a wealth advisor at Trilogy Financial, Paul Moore helps clients make educated decisions and work towards their financial goals.
(303) 300-3323 x5109

Mark Nicolet, CFP®, MBA
Wealth Advisor
From the beginning of his career, Mark Nicolet committed to making an impact...From the beginning of his career, Mark Nicolet committed to making an impact.
(303) 300-3323 x5227

Kevin Rose, CFP®
Financial Advisor
Everyone's economic and life situation is unique, and Kevin keeps that in mind in helping clients create their Financial Roadmap...Everyone's economic and life situation is unique
(303) 300-3323 x5123

Rebecca Schwab
Wealth Advisor
Rebecca began her career at Trilogy in 2014. Though finance wasn't the path she'd envisioned up to this point, aspects of the job...
(303) 300-3323 x5110 

Tyler Scott
Wealth Advisor
"Tyler has been with Trilogy Financial since 2012 after spending several years working at a historic hotel in downtown Boulder Colorado. He b..."
(303)-300-3323 x5180

Jeff Wren
Wealth Advisor
Jeff Wren built a professional 18-year career in the stock market before joining Trilogy's Denver office in 2004...Jeff Wren built a professional 18-year career
(303) 300-3323 x5137

Diane Zing
Vice President of Wealth Planning
Diane's financial planning practice focuses on meeting the needs of multi-generational families and entrepreneurs...
(303) 749-6115

Kelsey Comfort
Branch Administrator
(303) 300-3323 x5107

 

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