Savvy Ladies Volunteers
Volunteer’s Bio
As Trilogy Financial’s Chief Strategy Officer, Mike Broker, CFP® , understands the need to
work diligently in the moment to build something great for the future. Starting his career
with Trilogy in the beginning stages of the Great Recession of 2008, he quickly gained
great experience helping clients recover and get ahead during a difficult time. Author of
the book, Fit Financial Approach, he utilized his background as a Certified Personal Trainer
to coach his clients and team members to great success, paving the way to his role as
Managing Vice President of Trilogy’s Denver office. Mike’s desire to help others achieve their
goals runs through all that he does.
His current role as Chief Strategy Officer provides him a larger platform to highlight the
noble work of the financial advisor. From overseeing the tools used for Trilogy clients to
building out the path for the firm to innovate and grow, his vision and fortitude are ensuring that Trilogy continues to provide
exceptional service and value to our clients. Additionally, Mike, who has his MBA from the University of Denver, has been
featured in local and national publications including 9News Denver, fiduciarynews.com, and Forbes Magazine for his expertise
and insights in financial planning and wealth management.
On a personal note, Mike currently serves as a member of the Board of Directors for Make a Wish, Colorado to continue to help
others achieve dreams they believe may be out of reach. He is an Investment Advisor Representative with Trilogy Capital, Inc.
in which he holds his Series 65 Registration.
Areas of Expertise (as specified by volunteer)
Budgeting;Career and Income;Family Finances;Investing;Marriage and Money;Retirement;Small Business;Wealth Management
