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Zach Swaffer
Wealth Advisor

"My planning process is centered on building a coaching relationship with my clients which enables me to construct a sound financial plan and make the necessary adjustments as life evolves"

ZACH SWAFFER

Zach’s passion is coaching. After an injury derailed his athletic plans, Zach became a student coach to help develop and monitor his former teammates. During this time, Zach learned how much he enjoys working with others and watching them grow as individuals during the process of reaching their goals.

After graduating from Hillsdale College in Michigan, Zach started working at Chemical Bank, in their leadership development program which also offered a path towards financial planning. During this time, Zach decided to make the shift to becoming an advisor and turned his career to coaching other in financial planning and started with Trilogy Financial in 2017.

Zach joined Trilogy Financial for two significant reasons. The first, because Trilogy is an independent advisory firm which allows him to work in the best interest of his clients and choose products that are best suited for his client’s needs and goals. Finally, Zach found Trilogy’s emphasis on the coaching relationship that advisors develop with their clients. With a substantial background in athletics, Zach has seen the effects good coaching has on individuals and their progress. In addition to helping others finally, being active in the community is very important to Zach.

While living in Michigan, Zach is a founder of a non-profit called St. Max’s Fellowship for Teens. A non-profit organization that focused on providing safe, fun, and transformative mission trips for “at-risk teens.” Since moving to Denver, Zach has continued his community efforts by joining a local group called Warren Village Young Leaders. This group of young professional work with a local non-profit that focuses on economic empowerment for single-parent families. Zach is also a member of the young professional’s board for the Colorado Special Olympics.

In his free time, Zach enjoys backpacking, hiking, attending concerts, reading, cooking, and playing recreational league sports.

ZACH's Client Relationships

Zach and his team support a wide variety of clients, but here are some of the groups he has built his practice around.

THE LATEST FROM ZACH



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MEET ZACH'S TEAM MEMBERS
LES MCMULLEN 
VICE PRESIDENT OF WEALTH PLANNING 

MARK NICOLET, CFP®, MBA
WEALTH ADVISOR 
 
BRETT MILLER 
WEALTH ADVISOR 
 
DANA EDWARDS 
WEALTH ADVISOR 

XAVIER LEWIS 
WEALTH ADVISOR 

CAITLIN SPAIN
WEALTH ADVISOR 
CALL ZACH DIRECT AT
(303) 300-3323 ext. 5125
  Strategic Partners

ASK ZACH A QUESTION

 

 
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