Deron joined Wells Fargo Advisors in 2007 as Vice President – Investments. Including his prior tenure with JPMorgan Chase, he has over 30 years of financial services experience. Deron has been recognized as a Premier Advisor by Wells Fargo Advisors in 2021 and has been serving as a financial advisor for the last two decades. He focuses on the investment and planning needs of affluent clients based in Colorado Springs. As a Wells Fargo Advisors Financial Advisor, he can provide access to various products and services offered through Wells Fargo Bank. Deron is a board member and the Scholarship Committee Chair of the  Colorado Springs Philharmonic Guild.

Kristi joined Wells Fargo Advisors in 2016 from U.S. Bancorp Investments, and she has over 24 years of industry experience. Kristi earned her bachelor’s degree in communications and public relations from Fontbonne College in St. Louis, Missouri and her master’s degree in curriculum and instruction from Colorado Christian University in Lakewood, Colorado. She holds life and health insurance licenses and has earned the Accredited Asset Management SpecialistSM (AAMS)® designation, which focuses on the broad knowledge of asset management. Kristi is based in the Denver Metro area.

Jonathan joined Wells Fargo Advisors and our team in 2013 from Waddell & Reed, where he worked as a senior services representative. Jonathan has since earned the CERTIFIED FINANCIAL PLANNER™  (CFP®) certification, and he is a member of the Financial Planning Association. Prior to entering the financial services industry, he graduated from Rockhurst University with a bachelor’s degree in psychology. Jonathan is on the board of the Chamber Orchestra of the Springs and serves as President for the Southern Colorado Financial Planning Association. Jonathan is based in Colorado Springs.

David joined Wells Fargo Advisors in 2012 after holding various positions with Wells Fargo Bank since 2009. Prior to that, he worked as a financial analyst with Ramtron International Corp. David completed a Master of Business Administration (MBA) with emphasis in finance at the University of Colorado Colorado Springs. David is based at the Wells Fargo Bank branch at Garden of the Gods in Colorado Springs.

Holly served as an officer in the United States Army before working with UBS Financial Services and Northwestern Mutual. She joined our Wells Fargo Advisors team in 2018. Holly holds a bachelor’s degree in science from the United States Military Academy at West Point and a master’s degree from Colorado State University in information systems. Holly’s professional experience extends to managing complex business operations and preparing businesses and owners for transitions. Holly earned the Chartered Retirement Planning CounselorSM, or CRPC®, certification. Holly is on the board for the Cultural Office of the Pikes Peak Region (COPPeR), is a board member of the Colorado Springs Rotary Club, and was the founding President of the Rocky Mountain Chapter for the Exit Planning Institute. Holly is based in Colorado Springs.

Holly has advanced our team's client education offerings to include an ongoing series of webinars, Women's Wealth Wednesdays, for women to refine their investment purpose and further develop their investment knowledge.

Sandy joined our team in 2017, following a successful 20-year career in the United States Air Force. She holds a Bachelor of Arts in mathematics, a Bachelor of Music, and a Masters of Music. Sandy provides practice management support to the team and has earned the CERTIFIED FINANCIAL PLANNER (CFP^®) certification. In addition, she holds the FINRA Series 7 and Series 66 registrations.

Brian joined Wells Fargo Advisors in May 2011, when Herman moved his practice. He has over 20 years of experience in financial services, having previously worked at U.S. Bank, Piper Jaffray and UBS. Brian provides operational support to the team, and he holds the FINRA Series 7 and 66 registrations. Brian is also licensed in life, health, and long-term-care insurance.

Sam joined Wells Fargo Advisors in 2015, supporting the operational needs of our practice alongside Brian Love. He has been in the financial services industry since 2011, where he started his career in various roles with USAA. Sam spent two years as an Air Force Academy cadet before finishing his degree at Trinity University in San Antonio. He holds the FINRA Series 7, 63, and 65 registrations and life, health, and long-term-care insurance licenses.

Vicki joined Wells Fargo Bank when it was Norwest Bank in August 1991, then transferred to Wells Fargo Advisors in December 1999. She has over 30 years of experience in financial services, having previously worked at Primevest Financial Services. She provides operation support to the team and holds the FINRA Series 7, 24, 63, and 65 certifications as well as life, health and variable insurance licenses.

Kim has been serving as the team’s client concierge since 2012. She leads community outreach and sponsorships for the team and is responsible for special events.  Kim worked in the senior service industry for over 30 years with Kelly Services, Marriott Senior Living Services, and the City of Colorado Springs.  She has served on many local boards including the Alzheimer’s Association, the Senior Resource Council and most recently the Colorado Springs Philharmonic Guild Board and the UCCS Aging Center Community Development Committee.

Mandy joined our team in 2020, bringing over ten years of experience in communications and stewardship at the University of Virginia, Darden Graduate School of Business Administration and for non-profit organizations in the theater and visual arts. She holds a bachelor’s degree in studio art with a minor in communications from Virginia Tech. Mandy’s focus is on advertising and communications, community outreach and practice management.