Team
How We Work
Our reasons for becoming financial professionals are deeply personal. Over the years, we’ve watched friends and family struggle to find the guidance they needed to plan for a secure financial future. We knew we could make a difference.
With a strong foundation in personal finance and professional training, we’re committed to helping people feel confident and prepared for what lies ahead. Through years of experience, we’ve built a reputation for explaining complex financial concepts in a clear, approachable way—empowering our clients to make informed decisions and pursue their goals with confidence.
Our work is more than a career; it’s a commitment to our community and the people we serve.
Our collaborative approach combines experience and perspective to deliver smarter, more effective solutions for our clients.
Meet the Team
Jaime Samudio
Founder and Senior Wealth Advisor
720-862-2010
Jaime is an LPL Investment Advisor Representative and has been in financial services since 2006. Before getting into financial services he held various mid-level Project Management and Business Analyst positions in large multi-national...
Tim Ashley
LPL Investment Advisor Representative
April Renee
Senior Wealth Advisor
Hello, and welcome! I'm April Renee, and I am thrilled to join the LPL Financial team as a Financial Representative. With over 15 years of experience in the financial industry, I am dedicated to helping individuals and...