Meet the Team

Focus
Joe specializes in portfolio construction. His investment process is logical, systematic, and disciplined. 
The foundation for each client’s portfolio is their goals-based plan.  He starts first by understanding what is most important to his client then crafts a customized portfolio designed to help achieve the desired plan results.
The client’s investment objectives, time horizon and risk tolerance guide Joe’s decisions. 
Joe’s active approach to managing clients’ wealth gives them comfort to focus on their family, careers, and life goals.

Background and experience
He began his career as a financial advisor over three decades ago and has been with Wells Fargo Advisors for more than 10 years.
His previous experience includes serving as an area manager and a branch manager of a downtown Denver financial institution, overseeing risk management, human resources and branch operations.
Joe graduated from Colorado State University with a BS in Business Administration.
His securities registrations include FINRA Series 7, 66, 9, and 10. In addition to his securities registrations, he is also licensed in insurance and annuities. 

Away from the office
Joe and his wife, Kathy, live in Littleton with their labrador puppy Doc.
Joe and Kathy have three children. Ash recently graduated from NAU, Kristen attends CSU and oldest daughter Lynnsey is married and living in Windsor, CO. Their first grandchild Joseph Jeffery was born December 2022 and they could not be more proud.
In his spare time, you can find Joe taking advantage of the outdoor activities Colorado offers such as skiing, fly fishing and hunting.
He and his family are actively involved in the Authentic Life Church.


_{The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.}

Focus
Brittney provides comprehensive investment planning by developing strong relationships based on thoroughly understanding the client’s goals and objectives.  She collaborates with The Denver Group of Wells Fargo Advisors to create detailed investment strategies that fit the specific needs and situations of her clients.
Brittney is passionate about using a plan-based approach to help her clients build, manage, and preserve their wealth, while helping to ensure that they stay on track with clearly defined goals.  

Background and experience
Brittney has over 15 years of client service experience.  She began her career in practice management and transitioned into the financial services industry in 2015.  She joined The Denver Group of Wells Fargo Advisors in 2017.
She is a graduate of Colorado Christian University with a degree in Psychology. 
Brittney is a CERTIFIED FINANCIAL PLANNER® Professional.  She holds the FINRA Series 7 and 66 securities registrations and State of Colorado insurance license.  She also completed the Psychology of Finance program at The University of Chicago. 

Away from the office
She is a Denver native, and lives in Lakewood with her husband, Chaz and their dog, Emery.   
Brittney enjoys traveling and spending time outdoors.  Her favorite pastimes are making ceramics, watercolor painting, and singing in a local choir.

Focus
Sam prides herself in delivering impeccable client service.  Her primary focus each day is to ensure she addresses clients’ administrative and operational needs accurately and efficiently.
Samantha is responsible for handling the day-to-day administration of accounts, including opening of new accounts, updating existing account information, managing account and fund transfers, and answering any other questions that may arise.

Background and experience
Samantha joined Wells Fargo Advisors in 2017. With a background in accounting, she has over 8 years of experience in the financial services industry. 
She is a graduate of The University of Kentucky with a degree in Accounting. 
Samantha holds the FINRA Series 7 and 66 securities registrations. 

Away from the office
Ironically, Samantha is originally from Louisville, KY, but now calls Louisville, CO home. She enjoys skiing, hiking, rock climbing, and yoga. Her ideal night would begin with a nice Italian dinner and end with some live music.

Focus
Sunil enjoys addressing client needs from start to finish.  He especially prides himself in following up with the client until their questions or concerns have been fully resolved. 
Sunil is responsible for coordinating The Denver Group of Wells Fargo Advisors client service model, including scheduling annual reviews and all the associated prep work.  He also helps to ensure that all the administrative details of each client relationship are accurate and up to date.

Background and experience
Sunil joined Wells Fargo Advisors in January of 2022, having worked in the financial services arena for over 10 years.
He is a graduate of The University of Idaho with a degree in accounting. 
Sunil holds the FINRA Series 7 and 66 securities registrations. 

Away from the office
Sunil is originally from the north side of Chicago and has lived in different places around the country.
He enjoys bowling, spending time with friends, and keeping up with friends and family on social media.