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 picture, Xavier brings a valued perspective to the Trilogy Financial team.
As an advisor, Xavier is focused on helping his clients create a sound financial foundation that can help support current and future goals and also provide protection for all that life can bring. By understanding his clients’ current financial situation, Xavier is able to craft a personalized strategy that can address the unique needs of his clients, no matter where they are in their financial journey. Planning for the future is exciting, and while Xavier is determined to make his clients’ financial planning as simple and stress free as possible, he also enjoys empowering his clients through education so that each person feels confident and knowledgeable about their financial strategy.
Xavier is a Colorado native that spent a brief stint away from home while attending Washburn University in Topeka, KS. During his tenure at Washburn, Xavier spent his time studying Finance and Business Management and also was a 4 year starting pitcher for the Ichabods baseball team. Xavier has earned his FINRA Series 66 License as well as his Colorado State Life & Health Insurance license. Currently, Xavier lives in Denver and enjoys golfing, softball and attending sporting events as well as all that Colorado outdoors have to offer.