Phillip (Chris) O'Neil

Phillip (Chris) O'Neil

    • Managing Director - Investments
    • Senior PIM Portfolio Manager
    Focus
    Over the course of his career, Chris has truly developed a passion for investing.  He follows the markets, both equity and fixed income, closely and is responsible for staying on top of the latest research available.  
    What sets Chris apart is how he combines the art of listening to clients and understanding their goals along with the art of crafting a customized portfolio to address those goals.
    Chris is driven by the desire to help clients make smart choices with their money, worry less, and enjoy life more. 

    Background and experience
    Chris’ interest in investing began as a child. His father was a stock broker and he taught him about the value of good advice and the cost of poor planning.
    Chris, a founding partner of The Denver Group of Wells Fargo Advisors, began his career in financial services in 1982. 
    He holds his BSBA degree in Marketing from John Carroll University. He also attended the Wharton School of the University of Pennsylvania for post-graduate executive education.
    His securities registrations include Series 5, 7, 8, 31, and 65.

    Away from the office
    An Ohio native, Chris found himself in Colorado in the early 80s and has considered it home ever since.  
    He and his wife Lynn love spending time with their blended family, including 9 adult children.
    In his spare time, you will often find Chris working on special projects at his mountain home.
    Joseph Jaensen

    Joseph Jaensen

      • Managing Director - Investments
      • Senior PIM Portfolio Manager
      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 more than two decades ago.  In 2014, Joe and The Denver Group of Wells Fargo Advisors decided to move their practice to Wells Fargo Advisors.
      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 Series 7, 66, 9, 10, and 31, and he is insurance licensed in the state of Colorado.

      Away from the office
      Joe and his wife, Kathy, live in Littleton with their daughters, Lynnsey, Kristen and Ashley and loyal labs, Josie and Wyatt.
      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.
      Breana King

      Breana King

      • MBA
      • CFP
      • First Vice President - Investment Officer
      Focus
      It all starts with a conversation.  Getting to know you and building trust. Breana believes that trust is the lynch-pin to develop long lasting relationships with clients.  To help establish a strong foundation she employs a thorough client discovery process.  Gathering information, listening carefully, and understanding your situation is the cornerstone of every decision that will be made together. 
      For almost two decades Breana has used this approach to help clients address their financial concerns and develop strategies designed to help achieve their financial goals. 

      Background and experience
      Breana began her career as a Financial Advisor with H&R Block Financial Advisors, in Denver.
      More than 15 years ago, she joined a predecessor firm of Wells Fargo Advisors.  In 2017 Breana decided to join The Denver Group of Wells Fargo Advisors as a way to enhance service and support for her clients.
      Breana has a true passion for education and learning. She earned a BS of Science in Mathematics from the University of California at Davis. After her undergraduate work, she obtained her MBA at the University of Wyoming. 
      In addition to her securities registrations, she is also licensed in insurance and annuities and is a CERTIFIED FINANCIAL PLANNER™ professional.  

      Away from the office
      Breana resides in Denver, with her beloved canines Denver and Jersey and spends her free time with family and friends.
      She likes to stay active both physically and mentally, whether swimming or taking regular trips to the wonderful museums and entertainment available in Denver. 
      After tragically losing a niece early in life, Breana has committed herself to volunteering and fundraising for the Make-A-Wish Foundation located in both CO and CA. Her philanthropy does not end there, she is also actively involved in several fundraising event for the MS Society.
      Brittney Gunning

      Brittney Gunning

      • CFP
      • Financial Advisor
      • Associate Vice President - Investment Officer
      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 ensuring 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 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 two dogs, Wyndle and Emery.   
      Brittney enjoys traveling and spending time outdoors.  She is a certified yoga instructor.  One of her favorite pastimes is singing in a local choir.  

      Samantha Gill

        • Registered Client Associate
        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 5 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 Series 7 and 66 securities registrations. 

        Away from the office
        Samantha is originally from Louisville, KY, and recently relocated to Denver.
        She enjoys skiing, hiking, rock climbing, and yoga. Her ideal night would begin with a nice Italian dinner and end with some live music.

        Sunil Parekh

          • Registered Client Associate
          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 ensures 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 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.