For the past 27 years, Maurice has advised clients in financial strategies involving retirement planning, investment planning, tax-saving techniques, wealth accumulation, securities-based lending, insurance, and estate planning strategies.  The fourth-generation Denver native attended Montbello H.S. and won the 1984 Denver Post Gold Helmet Award.  Maurice graduated from Harvard University with a BA in Psychology in 1989.  While attending Harvard, Maurice played football for the Crimson, earning All-Ivy and All-America honors.

CA Insurance Lic. #0I62885. Resident State CO

Travis has been managing clients with Wells Fargo Advisors for the past 13 years. He has over 19 years of financial services experience with Wells Fargo and has also worked as a retail bank manager and securities licensed Regional Private Banker. The University of California, Santa Barbara Pre-Law graduate currently serves as Board Chair for the Asian Chamber of Commerce of Colorado

CA Insurance Lic. # 2104828. Resident State: CO

Matt has been managing clients with Wells Fargo Advisors for the past 10 years. With over 18 years of financial services experience at Wells Fargo, Matt has also served as retail bank manager and securities licensed Regional Private Banker. Born in North Dakota, Matt grew up in Arvada, CO, and graduated from Metropolitan State University in Denver with a degree in History.

CA Insurance Lic. #0M98870. Resident State: CO

Joseph Green has over 10 years of wealth management experience with Wells Fargo Advisors. With 25 years of overall experience in financial services, Joe has previously worked as a wealth management consultant with TIAA-CREF, Transamerica, Citigroup, ICON Advisors, American Skandia and Merrill Lynch. The Fort Hays State Marketing Graduate is a third generation Denver Native.