Personalized Financial Guidance Tailored to Your Needs


Your Financial Success Story Begins Here

At Bagully Wealth Management, we understand that everyone has unique financial goals and aspirations. That’s why we offer personalized financial guidance to help you navigate life’s financial complexities with confidence and clarity.



Financial Advisor

Aaron brings nearly two decades of experience as a financial advisor. In 2023, he made the strategic decision to take his practice private and partner with LPL, one of the country’s largest brokerage firms, and Western Wealth Management, the premier RIA Firm in Colorado. This partnership provides clients with the best of both worlds: the personal attention and service of a dedicated team, combined with the technical expertise and resources of a large firm.

Prior to launching Bagully Wealth Management, Aaron spent 11 years at Edward Jones, gaining invaluable experience in the financial and insurance space. He holds a Bachelor’s degree from Metropolitan State University and a Master’s in International Business Administration from the University of Denver.

Outside of work, Aaron enjoys spending time with his fiancé Robin and his son Shane, exploring all that Colorado and the world have to offer—from skiing and scuba diving to culinary adventures and global travel.

Meet the BWM Team

Alex Ortiz

Alex Ortiz

Technology Specialist

Amy Gunter

Amy Gunter

Manager of Administrative Services

Aprel German (1)

Aprel German

Manager of Administrative Services

Ben Rothwell (1)

Ben Rothwell

Director, RIA Compliance

Brooke Martinez (1)

Brooke Martinez, AWMA®

Director of Financial Planning

Caden Russell (1)

Caden Russell

Chief Operations Officer

Caroline Rains (1)

Caroline Rains

Executive Admin Assistant - Branch Development & Operations

Debby Meyers (1)

Debby Meyers

Senior Compliance Analyst

Kara Jett (1)

Kara Jett

Chief Compliance Officer

Lisa Esslinger (1)

Lisa Esslinger

Chief Strategic Growth Officer

Lisa White (1)

Lisa White

Compliance Administrator

Lynn Gill (1)

Lynn Gill

Administrative Specialist

Mike Akins (1)

Mike Akins, MBS

FinTech Chief

Ryan LaRosa (1)

Ryan Larosa

Administrative Specialist


In addition to work and family, we prioritize giving back to the community. Aaron dedicates his time to a number of causes that are close to his heart and the community we live in including HRC, Rainbow Alley, and the Food Bank of the Rockies.

Get In Touch

No matter where you are on your financial journey, Bagully Wealth Management is here to partner with you.

Let’s create a plan that not only meets your goals today but builds a legacy for tomorrow.

Contact us now to get started.


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