WESTERN WEALTH ADVISORS - Key Persons
Ali Day is a Marketing Specialist on the support team for Western Wealth Advisors. She assists advisors with marketing requests and questions, manages ComplianceMax submissions, and sets up websites and social media profiles. She originally started in the Transitions department as a Transition Specialist and helps out when needed.
Ali is a Colorado native that graduated from Colorado State University in Fort Collins in 2013 with a B.S. degree in Business Administration with concentrations in both Marketing and Management. After college, she enjoyed a few years traveling, working as a flight attendant before she joined the branch in April 2016.
In her free time, she enjoys practicing yoga, hiking, skiing, traveling and spending time with her friends and family.
Job Titles:
- Graphic Designer
- Marketing Director
Amy Mueller is the Marketing Director and Graphic Designer for Western Wealth Advisors.
She designs logos, ads, and any other type of marketing material in addition to being a marketing consultant for Advisors. Amy has been a professional graphic designer since 2004 and joined the WWA Team in 2013. Her passion is designing brand identity because it allows her to get to know the Advisors on a more personal level, learn about their practice, and create a clean design that conveys their mission and values. Amy enjoys being a resource for marketing support and the opportunity to offer sincere and personalized assistance to the Advisors.
Amy was born and raised on a hog farm in a small town (pop. 1660) in northwest Ohio. She obtained a degree in graphic design and held a number of odd jobs including driving a forklift for 3 years. In 2001 she moved to Colorado and now resides in Golden with her husband, kids Sarina and Casen, and lab rescue Macy. When she's not busy designing something she loves spending family time camping and boating, reading and researching online (for just about anything) and is working to become an open-level racquetball player.
Job Titles:
- Marketing Specialist
- Marketing Specialist & Associate Graphic Designer
Brittney Pickthall is a Marketing Specialist / Associate Graphic Designer on the support team for Western Wealth. Brittney assists advisors with marketing requests and questions, manages ComplianceMax submissions and questions, and sets up websites and social media profiles. She also assists with designing stationery and other marketing materials. She is new to the marketing world, but has a passion for what she is learning and undertaking. She joined the Branch in March 2016.
Brittney was born and raised in Golden, Colorado. She attended college in Ottawa, Kansas, and Glenwood Springs, Colorado to study Graphic Design. She has a passion for marketing and loves to explore her creative mind. Brittney loves to read and spend quality time with her friends and family. Her favorite pastime is taking long drives through the mountains and exploring new territory.
Heather Palumbo is the ParaPlanner and Portfolio & Investment Research Coordinator for Western Wealth Advisors. Heather provides Advisors with portfolio research and analysis. Heather began working in the business in 2000. She offers insight and analytics to existing portfolios as well as provides guidance for incorporating suggested securities in the advisor's recommended models/portfolios.
She received her BBA in Finance from Kent State University and has continued her education by completing courses in Financial Planning with the College of Financial Planning in Denver. Additionally, she has earned the CFS® (Certified Fund Specialist ® ) designation through the Institute of Business and Finance. Heather spent several years as a Commercial Credit analyst in the equipment-leasing arm of a major bank before joining a high net-worth wealth management firm in Boulder in 2000. Heather joined Colorado Financial Partners in 2006 where she has developed expertise in portfolio research and analysis.
Heather resides in Arvada with her husband, Eugene, and their son, Tucker. In her spare time, she enjoys spending time with her family backpacking, hiking, camping, skiing and bicycling.
Job Titles:
- Marketing Director
- Administrative Specialist
Holly Jones is an Administrative Specialist on the support team for Western Wealth Management.
Holly provides virtual administrative support to Advisors.
Holly has been involved in the financial industry for over 25 years. Jobs including personal/business banker, investments and mortgages. She currently holds her insurance license and notary. Holly joined the Branch in 2015.
Job Titles:
- Chief Financial Officer
- Chief Financial Officer / Registration Specialist
- Chief Financial Officer and Registration Specialist
Julie Gaffney is the Chief Financial Officer and Registration Specialist on the support team for Western Wealth Advisors.
She helps advisors with Registrations and Onboarding, Payroll & 401k Administration, she assists advisors with hiring new administrative associates, she is responsible for all branch accounting including WWM Advisory fees, and she handles all trouble shooting/problem solving for escalated operational and commission issues.
Julie began working in the business in 1984 as a new business processor. During her 32 years in this industry she has gone from life and health new business processor, manager of the life, health, and brokerage new business department, commission and W-2 payroll processor, accounts payable, branch office budgeting, auditor, transitions, registrations and licensing, training new administrative associates, and facilitated quarterly administrative training sessions.
Her favorite part of her job is trouble shooting and problem solving because it allows her to help advisors and allows them to focus on other important issues.
Julie has three grown children of her own and two grown step children. Together with her husband they have nine beautiful grandchildren - 5 girls and 4 boys. She enjoys baking for every occasion and trying out new recipes!
Job Titles:
- Director of Operations
- Financial Advisor
Mike has been a Financial Advisor for over 20 years and was affiliated with this branch from 2009-16. In addition to investment management, Mike supported his clients' needs for financial planning, insurance and residential mortgages.
He earned his B.S. in Mechanical Engineering from the University of Rochester (NY) and his MBA from the University of Michigan. He worked in the automotive industry for 15 years as an Engineer and Program Manager.
Mike is actively involved in his community. He currently serves as the Toastmasters District 26 Club Growth Director with nearly 200 clubs in CO and WY; a former Superior Chamber of Commerce President and Treasurer; youth football coach; church treasurer; and golf league board member.
Mike and his wife Tricia live in Superior, Colorado where they raised two children. He enjoys golf, skiing, table tennis and red wine.
Stephanie Stano has spent the past 18 years in financial and retirement plan consulting. Her primary role is to provide comprehensive consulting services for all aspects of her clients' retirement plans, including plan design, market reviews, fee benchmarking, merger and acquisition due diligence, employee communications, and compliance support. Her customized approach allows her team to focus on clients' and participants' overall satisfaction, employee retirement readiness, and mitigation of risk for the employer. Through her experience, she brings a broad knowledge and insight to managing vendor relationships, most recently in the mid- to large-market segment.
With her specialized team, Stephanie supports clients with issues related to investments, plan operation, plan administrative services, employee education, and compliance assistance. She also provides education to employers to ensure they understand their roles and responsibilities as fiduciaries to their plans. Stephanie is passionate about enhancing retirement plans and offers total commitment to her clients, as illustrated by her 100% client retention rate over the past eight years.
Stephanie is FINRA Series 7 licensed and NASAA Series 66 licensed, maintains her Life and Health insurance license, and holds the Accredited Investment Fiduciary designation.
Stephanie was recognized nationally by the National Association of Plan Advisors "NAPA" as a top advisor for retirement plan consultants under 40. She was the only person in Colorado and one of only four women in the country to win this award. Stephanie was all recognized by NAPA as one of the top female advisors.
She is also a participant in the Adams County Economic Development Group, the Home Builders Association of Colorado, and is passionate about raising money for the March of Dimes.
Stephanie, her husband and their son reside in Denver, where they enjoy all that Colorado has to offer. During the winter, she and her family can be found on the ski slopes, and in the summer months, they enjoy hiking, swimming and playing outside.