Meet the team

Our Associates

Working Together for Your Wellbeing

We look forward to helping you achieve your financial goals.

Sean Curley, CFP

Managing Director - Investment Officer

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 strategies—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 #0I82527
Resident State CO

Certificates

CFP

Michelle Poirier

Registered Client Associate

Phone Number

(303) 488-2410

Toll Free

(800) 999-7900

Find Me On

Michelle Poirier works closely with Senior Financial Advisor Sean Curley to support new client onboarding and ensure seamless service for ongoing client needs. Known for her relationship‑driven approach and strong attention to detail, Michelle serves as the operational backbone of the practice, supporting day‑to‑day client service, marketing initiatives, and long‑term planning efforts.

As a Registered Client Associate, Michelle brings extensive experience in account opening and maintenance, asset transfers, and estate processing. She holds the FINRA Series 7, 63, and 9/10 registrations, equipping her to provide knowledgeable, responsive, and proactive support.

Michelle has more than 20 years of experience in the financial services industry. Throughout her career, she has held roles spanning client service, trading, training, coaching, and project management. This broad background enables her to deliver thoughtful, high‑touch service and ensure every client interaction is handled with care, accuracy, and professionalism.

Originally from the Northeast, Michelle moved to Colorado early in her career and embraced its active lifestyle. She is actively involved in her community as a group fitness instructor at a local recreation center and supports the arts as a member of the Denver Art Museum. In her free time, she enjoys running and hiking local trails, traveling, and spending time with friends, family, and her cat.

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