AARON BAGULLY, MBA

Financial Advisor

A huge team player, Amy wins the prize when it comes to helping others. She is always striving to learn more, know more and be more, not only in her work but in life, too. She supports our team of Advisors as a knowledgeable Virtual Administrative Assistant and provides training to newly hired assistants. 

Although Amy was born and raised in Colorado, she is often asked where she is from because of her “accent.” She doesn’t hear it! For fun Amy loves to bake peanut butter cookies, read mystery novels and enjoys being a mom.

Aprel has been in the financial industry since 2003, most recently serving as a Registered Administrative Assistant. Western Wealth scooped her up in 2016 and her easy-to-work-with personality has brought great value to numerous Advisors. Aprel is knowledgeable in a wide variety of administrative tasks, is meticulously organized and wows us all with her exceptional multitasking abilities.

Aprel is a native Texan and an avid Dallas Stars hockey fan (#GOSTARS). Aprel also serves as Children’s Pastor and has been in ministry for over 15 years. Aprel and her family raise chickens and have a garden with over 25 varieties of fruits and vegetables. They hope to add in beehives soon.

Our advisory compliance superstar, Ben is the perfect go-to person when you are faced with a complicated regulatory question. A graduate of San Diego State University, Ben obtained his BS in business administration, majoring in Financial Services. He started in production and quickly moved to compliance where he felt comfortable and at home. He even produced and co-hosted an Inside Business Radio Show, showing off his array of industry knowledge.

When Ben is not mastering data, he masters the guitar. He was even the lead guitarist in a rock band for several years. Since his childhood, he competed in martial arts, surfing and motocross. Today, he is mostly a husband and father who enjoys creating, building and engineering things.

Brooke, the most fashionable of the group, has had over 20 years of field experience building a book of business around the planning process. She is an experienced CFP who offers more direct capabilities of participating in the planning process directly with Advisors and clients. She loves to help assist our Advisors with adding these financial planning services into their practice. Her bubbly personality, get-it-done attitude, and passion for helping people with their finances make her a perfect fit for our team.

Family-oriented, Brooke loves to spend time with her three children and her husband. Every year, they take a trip to Disney World and experience the magic together as a family. She is a self-made wine connoisseur who also has wonderful taste in shoes!

Caden guides us in our quest to improve our support services. Her goal is to have all of the right people in the boat, all paddling in the same direction. A true collaborator, Caden knows how to rally a group and bring ideas together. When it comes to our Advisors, chances are she is thinking about their business even when she doesn’t need to be.

If she’s not dreaming about new ways to support Advisors, you might find Caden skiing, camping or rafting with her family or reading a good book. Unless it’s Sunday afternoon, in which case you will find her on the couch, napping.

Prior to joining Western Wealth in 2022, Caroline worked as a graphic designer for 65 stations across the U.S. and as an administrative assistant in the financial industry. She holds a Bachelor of Fine Arts from Western Carolina University in Cullowhee, NC and majored in graphic design.

Caroline brings a unique blend of artistic sensibility and organizational prowess to our branch. Caroline wears multiple hats at Western Wealth. In addition to being an Executive Administrative Assistant, she also plays a vital role in supporting our Director of Marketing. Caroline assists in coordinating the annual Western Wealth Retreat.

Caroline moved to Colorado in 2020 and spends her free time exploring all that this beautiful state has to offer.

A New Yorker and pottery collector, Debby has had over 40 years of experience in Financial Services. Her career started at Merrill Lynch and ended (temporarily!) in retirement at RBC Wealth Management in 2021. Debby and Slinger have been friends since their days working at BNY Mellon/Pershing, so when Slinger asked Debby to join Western Wealth and come out of retirement, she happily said yes! Debby works part-time as a Compliance Analyst; with her extensive knowledge of the financial world, she is an invaluable asset to our team.

Debby and her husband, Charlie, love to take road trips with their Goldendoodle, Niles. Over the years, her husband picked up the hobby of collecting fountain pens and encouraged her to begin collecting something, too. That’s when her love for Roseville pottery began. Debby also enjoys knitting; her motto is “if you sit, you knit.” You can also find her reading on her Kindle, swimming, and playing Pickleball.

Kara Jett began her career as an Advisor over 30 years ago. After holding several positions, from an Advisor at a bank brokerage to a call center manager, she has developed a deep understanding of how the rules and regulations impact the advisory landscape, its Advisors, and their clients. This knowledge base led Kara to her current role in Compliance & Supervision, where she has gained an appreciation for the ever-changing industry and works to help Advisors navigate it. Kari holds the Series 7, 9, 10, 24 and 63 through LPL Financial Services, the Series 65 through Western Wealth Advisors, and Life/Health/VA Insurance licenses.

On a personal note, Kara loves to travel and exudes excitement while describing her year-long venture in Okinawa, Japan. She boasts of her family, who loves all things outdoors – skiing, hiking, trail running, mountain biking, camping and surfing. Kara praises her husband and kind-hearted children as her greatest accomplishments in life (although, we believe it to be her delicious, homemade pasta salad!).

Slinger is our squad maker. Long-time supporter of Bagully Wealth Management and the entire Western Wealth team, Lisa radiates passion and charisma everywhere she goes. She is well-known and loved in the industry and guides the growth of our firm with her ability to build deep and meaningful relationships. Lisa helps Advisors navigate through the complexities of the independent business model and the many platforms and resources available. She lights up a room with her bright and sunny personality and her laugh is contagious. Slinger makes any meeting fun to be a part of.

Slinger always enjoys a great single malt scotch with family and friends when she is not spending her time hiking, skiing and golfing in the beautiful Rocky Mountains. She lives in Castle Rock, Colorado with her beloved German Shorthaired pup, Alley.

Originally a Chicago native, Lisa moved to Colorado several years ago on a whim and has never looked back. Her career began in mortgage banking in 2004 after she completed cosmetology school only to realize that the beauty industry wasn’t for her.

When she isn’t studying for her securities licenses or on an outdoor adventure with her husband, she is pursuing many of her other passions: gardening, sewing, tending to her sheep & chickens (she loves animals and has a tendency to take in orphans), bible studies, antiquing, and music festivals.

Lynn, as sweet as apple pie, has been in the financial industry for over 21 years. While most of her career was spent managing portfolios for clients, her passion has always been client relationship management – taking great care of clients! What she loves most about her job is building lasting relationships with the Advisors she helps as a Virtual Administrative Assistant. Lynn is a rockstar when it comes to a variety of administrative tasks.

Although she loves what she does, she would say her biggest accomplishments in life are her 4 daughters and 5 grandsons. Ask anyone around her and they will tell you Lynn is the best cook in Texas (baking, not so much). Lynn is a sucker for music venues, especially Red Rocks Amphitheater, and enjoys relaxing days drinking wine at vineyards. She has 3 pups – Bitsy, Bonnie, and Pappy. She may be sweet, but she is very competitive, especially when it comes to playing Dance Dance Revolution with her grandkids (ask her how she broke her ankle).

Mike has 22 years of financial experience, a mechanical engineering degree and an MBA. Mike can see the full spectrum of how our team needs to operate to best support our clients’ needs. His ability to dig into the data is no joke, and he thrives on tackling the tough stuff. Mike is a huge asset when it comes to systems, both creating new ones and enhancing the flow of existing ones.

For nearly two decades Mike has been a Toastmaster and last year served as District Director. He also plays a mean game of corn-hole.

Ryan has served as an Administrative Assistant for 14 of the 18 years she has been in the financial industry. Her contributions to the team emphasize customer service and administrative duties.

Outside of work, Ryan is a proud member of her young nephew’s fan club and attends as many of his activities and events as she can. Ryan volunteers in children’s ministry at her church, where she is kept on her toes by the inquisitive minds of the next generation. She enjoys live music, live sports, a good book, a good blanket, and a good nap.

Ryan was born and raised in Fort Worth, Texas and she currently lives just south of the area in Burleson, Texas (she does not know Kelly Clarkson).