Your Dedicated Team

John-David (JD) Woolley, AAMS, CTS

  • Having spent more than a decade honing my craft in the financial services industry, I care deeply about cultivating strong, trusting relationships to help people realize their financial goals. Dedicating my expertise to making an impact at notable firms like Deloitte, Charles Schwab, and Lincoln Financial Group, my specialty is providing customized, comprehensive financial planning services to help my clients grow, preserve, and transfer the assets they've worked hard to accumulate. I work diligently to put my clients' best interests first and make it my personal mission to help them navigate the challenges and opportunities unique to their situation so that they can confidently work towards financial security - for today and for the future. Whether helping business owners improve their bottom line and create generational wealth, guiding families as they save for college expenses and secure the best life insurance policy for their children, or supporting individuals as they invest for retirement, the focus always remains on what's best for my clients.

    A Colorado native, I grew up in Fort Collins and attended the University of Denver where I earned my Bachelor’s degrees in Accounting and Economics, and a Master’s degree in Tax. I currently live in Denver with my wife and two dogs who keep me very busy outside of my personal love of reading, Brazilian Jiu-Jitsu, and traveling. Through my own pursuits, I hope to leave a legacy of service and success for my family.

I care deeply about cultivating strong, trusting relationships to help people realize their financial goals. 

Financial Advisor

Bertha Pineda

We trust this leader to synchronize production, logistics, and support functions, cultivating dependable processes that uphold our service commitments.

Office Administrator

  • Information to come…

Your Support Team

  • Kara Jett began her career as an advisor over 30 years ago. After holding several positions starting from an advisor at a bank brokerage to managing a call center with goals to enhance advisor experiences, she has developed a deep understanding of how the rules and regulations affect the advisory landscape, its advisors, and their clients. That base knowledge has led Kara to her current role in Compliance & Supervision where she has gained an appreciation for the ever changing industry and now enjoys working with advisors to navigate and manage that change while holding the Series 7, 9, 10, 24 and 63 through LPL Financial and the Series 65 through Western Wealth Advisors, as well as Life/Health/VA Insurance licenses. On a personal note, while Kara loves to travel and seethes excitement while describing her year long venture in Okinawa, Japan, she boasts of her family who loves the outdoors! “We enjoy skiing, hiking, trail running, mountain biking, camping, and surfing.” Kara praises her husband and kind hearted children as her largest accomplishments (although we believe it to be her delicious homemade pasta salad).

  • The foodie of the group, Alex has been involved with technology his whole life. He has a great sense of patience and is a delightful teacher for those who might struggle with technology from time to time. He enjoys working with our Advisors to make sure they are compliant and has a lot of experience in training and instructing our Advisors with all things technology. Alex graduated with a Bachelor’s degree in Computer Information Systems, which makes him a valuable asset to the Branch.

    Alex is proud to say he has married his best friend and together they have a beautiful daughter. They all enjoy taking hikes together with their dog. You can find Alex shredding the slopes in the mountains and he is always looking for the next hot restaurant in the metro area. He is fluent in Spanish and loves to learn new languages, he hopes to be fluent in French in the future.

  • Mike thinks we love him for his wacky-wired brain that can solve a problem from a million directions, but it’s really because he comes up with the best Halloween costumes. Armed with 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 Advisor’s 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.

    Series 65, 63, SIE

Our Values

Proper understanding

Knowing you and knowing the market to guide you on the best path forward.

Unselfish action

Putting your best interests first. Always.

Truthful speech

Being honest and transparent so that you can make well-informed decisions about your future.

“If you don’t know where you’re going, any path can take you there.”

— Lewis Carroll

We all have a say in how our future unfolds. First, we have to know where we are to get where we want to be. It’s our goal to help you find the best path to get there.