Sean C Carroll
Wealth Management Advisor|CFP®
Get to know my dedicated team
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Monisha Chettayar
Associate Financial Representative
As an Associate and Practice Manager, I’m often the first voice our clients hear when they call in—and I’m here to help with everything from questions to account servicing for life insurance and investments as well as building retirement plans. I work closely with our team to keep things running smoothly and support our clients with care and attention.
Originally from Florida, I spent seven years soaking in the mountain views of Colorado before trading them back in for palm trees, sunshine, and the occasional alligator sighting. My daughter and I love getting outside—fishing, kayaking, hiking, and exploring all the hidden gems of Florida. When I’m not adventuring, you’ll probably find me covered in paint doing arts and crafts.

Wes Nagel
Director of Investments
I began supporting Sean by managing the investment and planning side of his balanced practice including managing day to day account administration, trading, research and development, and the long-term focus of the investment planning practice. My family and I enjoy an active Colorado lifestyle; running, hiking, and soccer for the kids.

Brian Oleniczak
FLMI
Investment Operations
Brian’s responsibilities include 529 college savings plans, retirement account transfers and rollovers, annuity plans, and investment operational support. Brian enjoys ensuring clients are set-up and prepared for their current and future financial needs. He is happy to be a part of creating a path and vision, providing the financial security our clients seek.
Education
University of Wisconsin-Madison for business
Life
Brian likes hiking, exploring dog parks with his 7-year-old-dog Milo, running, cycling, riding his motorcycle, craft beer, DIY and restoration projects, mindfulness/meditation, mental health/wellness, and environmentalism.
