Denver Team

Together We Do More for You

Teamwork is at the heart of everything we do. You have more than just one Advisor – you have a collaborative team designed to serve your unique needs. The distinctive abilities and qualities of each team member are the key to giving you the best guidance, coaching you towards your real life goals.

Meet Your Financial Team

Rae Nathan

Wealth Management Assistant
Investment Planning Strategies
Wealth Management
Retirement Planning
Business Strategies/Services
mark nicolet

Mark Nicolet, CFP®, MBA, ABFP™

Senior Vice President of Wealth Management
Investment Planning Strategies
Retirement Planning
Risk Management
Tax Planning
Asset Management

Michael Fibiger

Vice President of Wealth Management
Retirement Transition Planning
Risk Management
Investment Planning Strategies
Asset Management
Business Benefits Strategies
xavier lewis

Xavier Lewis

Wealth Advisor
Investment & Income Planning Strategies
Risk Management
Retirement Planning
Short & Long Term Savings Plans
Financial Education

Gunner Oury

Wealth Advisor
Risk Management
Investment Planning Strategies
Wealth Management
Education Planning
Retirement Planning

Contact Us

101 University Blvd. #450 Denver, CO 80206 | Office: (303) 300-3323

*The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Trilogy or LPL.

Get Started on Your Financial Life Plan Today