Sam assists financial advisors with developing and delivering wealth plans to clients and prospects. She is integral in working with individuals to gather their financial data and discuss their goals in detail so she can work with the advisor to build a comprehensive plan that strives to meet the individual’s goals.

Prior to joining the Wells Fargo Advisors team in 2024, Sam worked in financial services and planning for 10 years in the Kansas City and Denver areas. She earned her bachelor’s degrees in finance and accounting from Millikin University in her hometown of Decatur, Illinois. She currently holds the FINRA Series 7 and 66 securities registrations, various insurance licenses, and is a CFP® professional.

Sam enjoys all things outdoors: hiking, biking, camping, traveling, live music, and spending time with family and friends. She is the proud owner of a Chiweenie named Eileen, who loves to tag along on all adventures. She is a loving aunt to her nephew, and adoring godmother to her best friend’s children.

Richard L Brown III is a senior fiduciary strategist and executive director within Wells Fargo Bank’s Wealth & Investment Management division. Rich works with clients to integrate fiduciary and investment knowledge into each client’s custom wealth plan in order to help grow and preserve assets, while working toward the client’s overall wealth management goals.

Prior to joining the Colorado team, Mr. Brown was a regional fiduciary manager in Portland, Oregon, a fiduciary advisory specialist in Denver, Colorado and a trust administrator in the Long Beach, California, at Wells Fargo Bank. He has been in the financial services industry for more than 18 years.

Rich earned a Master’s in Business Administration from Regis University, a Juris Doctorate from Creighton University School of Law (not currently practicing), and a Bachelor’s Degree in Business Administration from Creighton University. Mr. Brown holds the Certified Trust and Fiduciary Advisor (CTFA) professional designation.
Rich is proud to support the local Front Range community and serves on the board of directors for the Denver Chamber of Commerce Leadership Foundation.

Rich lives in Denver with his wife and daughters. In his free time, he enjoys traveling with his family and competing in triathlons.

Nikki McCain is a senior fiduciary strategist located within Wells Fargo Bank’s Wealth & Investment Management division. Ms. McCain works with clients to integrate fiduciary and investment knowledge into each client’s custom wealth plan to help grow and preserve assets, while working toward the client’s overall wealth goals.

Prior to joining Wells Fargo Bank, Ms. McCain worked at Caldwell Trust Company in Venice, Florida, where she was a trust officer. Ms. McCain earned a J.D. from Florida Coastal School of Law (not currently practicing) and a LL.M. in Taxation from University of Denver. She was a lecturer at University of South Dakota School of Law teaching tax law and secured transactions.

Ms. McCain is a member of the American Bar Association’s Section of Taxation. She is also a former member of University of Denver Sturm College of Law’s Alumni Council. Ms. McCain resides in Denver with her son.

Rebecca Olchawa is a senior philanthropic trust advisory specialist and executive director with Wells Fargo Bank’s Wealth & Investment Management. Rebecca serves the following areas in the Central division: New Mexico, Colorado, Utah, Wyoming, Idaho, and Montana. Wells Fargo Bank’s Philanthropic Services helps charitable individuals, families, and nonprofit organizations work toward their unique goals by providing specialized advisory services.

Rebecca works with individuals and families to define and help achieve their charitable objectives as part of their overall wealth plans. This may include gift and tax planning, multi-generational planning, reviewing estate plans, and the creation and management of donor advised funds, private foundations, charitable trusts, and other charitable planning strategies. She also works extensively with nonprofit organizations, where she advises in the areas of gift planning, endowment management, board governance, and other management issues. Rebecca collaborates with clients and their other advisors to leverage their resources to help maximize the impact of their philanthropy.

Prior to joining Wells Fargo Bank, Rebecca worked at the Community First Foundation in Arvada, CO as the Director of Development, where she worked with donor-advised fund holders and provided education on non-cash giving and legacy giving options. She also provided consultation to nonprofits in the areas of endowment building and planned giving. Rebecca has extensive knowledge of the nonprofit community in Colorado due to this work as well as former roles at History Colorado, National Jewish Health, and Denver Museum of Nature & Science. She has worked in the philanthropic space for more than 20 years.

Rebecca earned her Bachelor of Arts from Western Michigan University. She holds the Chartered Advisor in Philanthropy® (CAP®) designation from The American College of Financial Services and is an alumna of the Institute for Leaders in Development at University of Denver.

Rebecca resides in Arvada with her husband, two active sons, and two adorable dogs. She is a novice nature photographer and enjoys hiking and camping in the Colorado mountains.

Steve McConley is a lead strategist with Business Owner Advisory within Wells Fargo’s Advice and Planning. Steve advises business owners with ownership transition alternatives and strategies by offering education, industry and market insights, and planning guidance regarding business transition, succession, and governance. Business Owner Advisory provides advice that integrates business value, financial and wealth implications, owner and family dynamics, personal objectives, and tax considerations to aid clients in evaluating their transition options.

Steve has over 35 years of financial advisory experience, including investment banking, corporate development, and business restructuring. As a member of Wells Fargo’s Corporate Development group, he helped buy dozens of banks and financial services companies. As a managing director in Wells Fargo’s Business Sales & Advisory he was responsible for helping business owners sell their privately held companies.

Steve earned a Master of Business Administration from the University of Wisconsin Oshkosh, as well as an undergraduate double major in accounting and economics from the University of Wisconsin Eau Claire. Steve has been awarded the Certified Exit Planning Advisor (CEPA) designation.

Steve resides in Minneapolis, Minnesota where he enjoys spending time with his wife and three children who share his love of travel.