Menu

Rebecca Schwab
Wealth Advisor
 

Born and raised in the beautiful state of Colorado, it was an easy decision for Rebecca to stay and attend the University of Colorado at Boulder. However, to get a taste of the world between high school and college, Rebecca volunteered in Kabwe, Zambia for 8 months teaching HIV/AIDS awareness. After graduating magna cum laude in Economics and International Affairs in 2012, Rebecca spent a couple of years as an assistant manager in the restaurant industry.

Very excited for a change, 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 like constantly meeting new people, having the opportunity to help them, and working with numbers were very attractive. Another draw was being part of a new training program designed to fully acclimate and develop new advisors, which was very distinct to Trilogy. Rebecca has a tenacious work ethic and is very excited to be building a financial advising practice at Trilogy.

In her free time, Rebecca loves to spend time with friends and family. She lives in Westminster with her boyfriend and their black lab and two cats. She loves going to the mountains, hiking, and reading. Traveling is a stubborn passion, as Rebecca has travelled to over 10 countries in 4 continents.

THE LATEST FROM REBECCA



1  2  

MEET REBECCA'S TEAM MEMBERS
MIKE BROKER
MANAGING VICE PRESIDENT
 
 
XAVIER LEWIS
WEALTH ADVISOR
 

JEFF WREN
WEALTH ADVISOR
 
 
CALL REBECCA DIRECT AT
(303) 300-3323 ext. 5110
  Strategic Partners

ASK REBECCA A QUESTION

 

 
Go to top