Denver

At Trilogy, our goal is to help everyone – no matter what financial state they’re in – make smart financial decisions. In our Denver office, we have a team of financial professionals who specialize in all areas of financial planning, including:

Investment advice
Whether you are new to investing or have years of experience, we can help you create an investment strategy that considers your risk tolerance and long- and short-term goals. We’ll coach you through the ups and downs of the market to help you create the financial future you deserve. Read more in our blog.

Financial plans
Whether it’s a business plan, individual plan or college, estate and gifting plans for loved ones, we’ll put together a data-driven, customized financial strategy. Our certified financial coaches will guide you through saving, investing and seeking to protect your wealth accumulation and picking the right financial products to fit your needs. Read more in our blog.

Saving for retirement
Planning for retirement can feel overwhelming. Our wealth advisors can coach you through saving strategies, 401(k) Services; making the right investment choices, navigating employer-based programs, deciding the best time to retirement and preparing for it. Read more in our blog.

Plus much more.

Leadership
With Trilogy, you don’t just have an Advisor; you have a whole team in your corner.
Our experienced professionals are investment fiduciaries. They are specialists in planning techniques, planning software and bring decades of experience in advanced protection planning. Their distinctive abilities enable us to give you customized guidance — coaches that will move toward achieving your real-life goals.

Our Denver location features a strong leadership team that includes:

Mike Broker, MBA, CFP® – is Executive Vice President and Chief Strategy Officer. Mike’s career with Trilogy started as a trial by fire during the Great Recession in 2008 as he helped clients recover and strategize their financial future during a challenging time. His background as a personal trainer set him up perfectly to be a coach for his clients in creating financial fitness plans and help lead team members to work toward success. His specialty is helping clients phase into retirement and transition from accumulating wealth to living from it. He also serves as a member of the Board of Directors for Make A Wish Colorado, a non-profit organization that helps make dreams come true for critically ill children.

He is an Investment Advisor Representative with Trilogy Capital, Inc., in which he holds his Series 65 Registration. He holds his Series 6, 7, 24, and 63 Registrations with LPL Financial, as well as his Life and Health Insurance License.

Sean Covi CFP®, CLU® – is a Vice President of Advanced Planning for Business. Sean helps businesses find money they didn’t know they had. He works with business owners and their tax planners to help them implement underutilized expense controls that can help reduce tax and operational costs. As a relationship builder with businesses and over two decades of experience with Trilogy, he takes pride in educating his clients and creating financial plans that seek to benefit their bottom line. He is a registered representative for LPL Financial, holds his Series 7, 24, 51, and 63 Registrations with LPL Financial and Life, Health and Long-Term Care Licenses.

Michael Fibiger – is a Vice President of Wealth Management. Mike knows the value of trusting relationships. After suffering a life-altering accident in 2011, he brings a commitment with him every day to help his clients have the right information and tools to create the financial future they deserve. He builds customized financial plans backed by comprehensive technology and decades of investment knowledge. It’s his goal to ensure you have a proactive team behind your financial life plan so you can focus on what matters most in your life. He is an Accredited Investment Fiduciary and an Investment Advisor Representative with Trilogy Capital, Inc, in which he holds his series 65. Additionally, Michael holds his Series, 6, 7, and 63 Registrations with LPL Financial and is Life and Health licensed.

Heather Klutznick – is a Vice President of Wealth Management. Heather’s service offerings specialize in retirement plans and wealth accumulation. She truly listens to her clients to understand their needs and goals, which allows her to provide wealth management services to individuals, trusts and corporations. She previously managed one of the largest Trilogy offices and trained many successful managers at Trilogy today. She has two decades of experience with Trilogy and in the financial industry and is an Investment Advisor Representative with Trilogy Capital, Inc., where she holds her Series 65 Registration, as well as Series 6, 7, 24, 51, and 63 Registrations with LPL Financial.

Mark Nicolet, CFP®, MBA – is a Vice President of Wealth Management. Mark is a listener. He works to understand his client’s priorities and offers custom financial advice to create a Life Plan that fits their needs. He believes that eliminating debt and investing for the long term is the ideal way to build wealth. He is also committed to educating his clients about college savings, retirement plans, investment goals and their overall financial future. When he’s not creating financial plans for people, he works with the non-profit A Weight Off, a resource to inform and empower the aging community, as well as hosts a Father-Son breakfast for local Lakewood families. Mark earned his MBA from Drake University and has obtained his CFP® designation. He is a qualified Dave Ramsey SmartVestor Pro* for investing and financial planning. He is also an Investment Advisor Representative with Trilogy Capital, Inc. in which he holds his Series 65 Registration. He also holds a Life and Health Insurance license.

Diane Zing – is a Vice President of Wealth Management and an Investment Advisor Representative with Trilogy Capital, Inc. Diane’s financial planning practice focuses on meeting the needs of multi-generational families, entrepreneurs, non-profits, trusts, and individuals with a concentration on the financial complexities surrounding their goals for various stages of life. She uses a comprehensive approach and believes in a realistic assessment of today’s complex financial environment. Diane balances her clients’ goals in order to create strategies that maximize efforts to help preserve and sustain wealth to benefit multiple generations, and various philanthropic passions her clients might have. Diane has been a top producer for her office since joining Trilogy. Prior to joining Trilogy, she spent several years as a successful senior business professional with expertise in account management, revenue & goal plan implementation, and project & team management. Her results positively impact short and long-term objectives.

Xavier Lewis – is an established Wealth Advisor with a passion for empowering individuals, families, and business owners to help secure their financial futures. Drawing from his background in banking and his ability to see the bigger picture, he has been a dedicated member of the Trilogy Financial team since 2015.

With a strong commitment to his clients’ best interests, Xavier specializes in crafting personalized financial strategies that help clients pursue their goals. Xavier’s holistic approach to planning ensures every plan he and his team develop is mindful of current market trends, unforeseen headwinds, and tax efficiencies, resulting in a confident journey toward reaching your financial goals.

Gunner Oury – is a Wealth Advisor. He will be the first to tell you he is a people person. His genuine interest in others, strong communication skills and penchant for leadership help him connect with individuals from all walks of life. Gunner is an Encinitas native and his interest in the financial world stems from growing up in a household of four children and seeing how money affected his family’s choices. He realized from a young age that financial education is essential to living a comfortable life. Gunner successfully pursued his Financial Planning degree from Colorado State University.

Xavier Lewis, Paul Moore, Gunner Oury, and Caitlin Spain are solely investment advisor representatives of Trilogy Capitol, and not affiliated with LPL Financial. Sean Covi offers advisory services through LPL Financial, a Registered Investment Advisor.

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

Let’s Build a Strong Financial Future – Together

Financial planning is all about accumulating wealth and protecting it, so you reach your life and business goals. Let us help you create a bright financial future.