Our Associates

Sean Curley brings a calm, disciplined presence to his work—shaped by his service in the U.S. Army’s 75th Ranger Regiment and deployment to Afghanistan in support of Operation Enduring Freedom. His military background instills a deep sense of purpose and focus, especially when guiding clients through complex or high-stakes financial decisions. Known for his empathy and clarity, Sean fosters a trusted environment for clients to express their concerns and gain confidence in their financial future.

Sean is a Senior Vice President - Investment Officer with Wells Fargo Advisors in Greenwood Village, Colorado. Since beginning his career in 2012, he has helped families build and manage integrated wealth plans tailored to their goals. He holds the CERTIFIED FINANCIAL PLANNER® designation, earned through rigorous coursework, ethical standards, and a comprehensive exam, and has required securities registrations and insurance licenses.

His practice centers on investment management, retirement planning, tax strategies, education funding, insurance, and estate planning—all delivered with thoughtful, compassionate guidance. Clients value his ability to simplify complexity and provide strategic solutions that reflect both technical expertise and emotional intelligence.

Outside the office, Sean is a devoted husband and father of six, five daughters and his youngest, a son. He enjoys coaching his children’s basketball teams, exercising, grilling, and staying active in his church and school communities. His life is rooted in service—to his family, his clients, and his community.

CA Insurance License Number #0I34097 
Resident State CO

Donna's experience in the financial service industry spans over 45 years.  As a Senior Registered Client Associate, she processes estates, account opening, assets transfer and coordinates the day to day operational requests from our clients.  Her past positions as Branch Liaison, Operations Manager, Administrative Manager and Training / Development Coordinator help ensure the accuracy and timely execution of our client's request.

In June of 2013 she had the opportunity to move to the role of Senior Registered Client Associate and handle the daily needs of clients.  Donna strives to deliver the highest quality customer service and her past experience has proven valuable in accommodating client requests.  Donna holds the FINRA Series 7, 9, 10, 63 and 65 registrations and Insurance License.  CA Insurance License: 0I34097; Resident CO.

Donna has volunteered more than 2400 hours for Children's Hospital Colorado since 2001.   She previously has served on the Association of Volunteer, Foundation and Hospital Boards with Children's.  She volunteers in the hospital gift shop and is a member of the training team for new volunteer orientation each month.  Donna is a 2017 Service Award Winner* and Children's Colorado received a $1,000.00 grant for her volunteering.   She and her husband are very active in their church.  She enjoys spending time with her family and taking quiet walks in beautiful Colorado with family and friends.  Donna was born and raised in Minnesota and in 1986 moved to Chicago to live with her husband Tom.   In 1999 they moved to Colorado with their daughter Leslie. 

*The 2017 Service Award by the Association of Volunteer, Foundation and Hospital Boards was bestowed as a result of community service efforts, unrelated to the business of the firm.