Experience matters. When choosing a financial advisor, it is important to know you are aligning with a diversified team able to address every facet of your personal situation from simple to complex.
The Denver Group of Wells Fargo Advisors has assembled a team of seasoned professionals who are passionate about working with their clients to deliver the intimacy of a boutique with the resources and opportunities of a global institution.
The Denver Group is comprised of Managing Director – Investments, Joseph Jaensen, First Vice President - Investments, Breana King, and First Vice President- Investments, Brittney Gunning. They are supported by Registered Client Associates, Samantha Gill and Sunil Parekh. Collectively they bring more than 100 years of comprehensive wealth management experience to every client relationship. Each team member contributes based on his or her professional strengths, which complement one another to support their clients’ needs most effectively.
Their clients are affluent individuals and families from all walks of life. The Denver Group understands their clients do a have a choice – a choice in the institution, the team, and the strategy.
Approach
The Denver Group advises their clients in the areas of Investment Management, Investment Planning, and Liability Management. The cornerstone of their investment philosophy is to know each client and understand what is most important to them.
They recognize each individual is unique, with different needs, risk tolerance levels, time horizons, and objectives. Gathering information, listening carefully, and understanding each clients’ situation is the foundation of every decision that is made. The team tailors an investment strategy for each client designed to meet their personal needs. Any strategy that is ultimately put in place will be based on sound principles of portfolio management. It is the team’s focus on risk management and transparency that sets them apart. It is essential that clients understand their investment strategy and how it is serving their goals.
The Denver Group of Wells Fargo Advisors has assembled a team of seasoned professionals who are passionate about working with their clients to deliver the intimacy of a boutique with the resources and opportunities of a global institution.
The Denver Group is comprised of Managing Director – Investments, Joseph Jaensen, First Vice President - Investments, Breana King, and First Vice President- Investments, Brittney Gunning. They are supported by Registered Client Associates, Samantha Gill and Sunil Parekh. Collectively they bring more than 100 years of comprehensive wealth management experience to every client relationship. Each team member contributes based on his or her professional strengths, which complement one another to support their clients’ needs most effectively.
Their clients are affluent individuals and families from all walks of life. The Denver Group understands their clients do a have a choice – a choice in the institution, the team, and the strategy.
Approach
The Denver Group advises their clients in the areas of Investment Management, Investment Planning, and Liability Management. The cornerstone of their investment philosophy is to know each client and understand what is most important to them.
They recognize each individual is unique, with different needs, risk tolerance levels, time horizons, and objectives. Gathering information, listening carefully, and understanding each clients’ situation is the foundation of every decision that is made. The team tailors an investment strategy for each client designed to meet their personal needs. Any strategy that is ultimately put in place will be based on sound principles of portfolio management. It is the team’s focus on risk management and transparency that sets them apart. It is essential that clients understand their investment strategy and how it is serving their goals.
| Joseph Jaensen | Breana King, MBA, CFP® | Brittney Gunning, CFP® |
| Managing Director - Investments | First Vice President - Investments | First Vice President -Investments |
| Senior PIM Portfolio Manager | Tel: 303 256 1307 | Senior FC Portfolio Manager |
| Tel: 303 256 1314 | breana.king@wfa.com | Tel: 303 628 8045 |
| joseph.jaensen@wfa.com | CA Insurance License 0H74942 | brittney.gunning@wfa.com |
| CA Insurance License 4071545 | Resident State CO | CA Insurance License 2010528 |
| Resident State CO | Resident State CO |
