A team that knows you
Our approach emphasizes listening, regular conversations, and understanding the decisions that matter to you and your family. We want clients to know who to call and what to expect.
© 2024 Bagully Wealth Management. All Rights Reserved.
We built Bagully Wealth Management around a simple belief: your financial advisor should understand more than your portfolio. We want to know what matters to you, where you want to go, and how your wealth can help you get there.
Founder and Financial Advisor
Aaron Bagully has been helping individuals and families navigate important financial decisions since 2007. With nearly two decades of experience, he understands that successful wealth management is about more than investment performance. It's about understanding what matters to each client and building strategies around their goals.
In 2023, after 11 years with Edward Jones, Aaron founded Bagully Wealth Management to create a more independent, personalized advisory experience. His vision was straightforward: build a practice where relationships come first, financial planning is an ongoing conversation, and clients understand both their investment strategies and the costs associated with them.
Today, Bagully Wealth Management combines the personal attention of a dedicated advisory team with the resources available through Western Wealth Management and LPL Financial. The firm's approach emphasizes thoughtful investment management, comprehensive financial planning, tax-aware strategies, and meaningful ongoing communication.
Aaron earned his bachelor's degree from Metropolitan State University and a Master's in International Business Administration from the University of Denver's Daniels College of Business.
Personal service is supported by people with experience across financial planning, operations, administration, and technology. Click a team member's photo to learn more.
Technology Specialist
Manager of Administrative Services
Manager of Administrative Services
Financial Planner
Chief Operations Officer
Executive Admin Assistant - Branch Development & Operations
FinTech Chief
Administration Specialist
Our broader team includes professionals supporting the practice through affiliated service organizations. Bagully Wealth Management, Western Wealth Management LLC, and LPL Financial are separate entities.
Our clients benefit from an ongoing, personal advisory relationship and access to resources that support thoughtful planning and investment decisions. We keep the relationship personal while drawing on broader capabilities when they're useful.
Our approach emphasizes listening, regular conversations, and understanding the decisions that matter to you and your family. We want clients to know who to call and what to expect.
Through Western Wealth Management and LPL Financial, our practice has access to advisory, brokerage, planning, operations, and technology resources that can support a client's financial strategy.
Bagully Wealth Management, Western Wealth Management LLC, and LPL Financial are separate entities.
Outside the office, Aaron enjoys spending time with his wife, Robin, and his son, Shane. An avid fly fisherman, camper, scuba diver, and traveler, he appreciates the experiences and relationships that make life meaningful.
Wealth should serve a purpose beyond the numbers on a statement.
Aaron believes the goal is to help clients make informed decisions and enjoy the lives they've worked hard to build.
Giving back is also an important part of Aaron's life. He volunteers with The Mayfly Project, helping introduce children in foster care to fly fishing and the outdoors.
He is also involved with Be The Match and efforts to support people in need of bone marrow transplants, a cause that holds particular personal meaning for him and his family. Having personally donated bone marrow to help his father, Aaron understands how profoundly the generosity of a donor can affect a family facing a serious illness.
Whether you're happy with your current advisor or beginning to explore other options, we believe asking thoughtful questions is the right place to start.
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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.
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.
Meet BJ Jennings. Originally from the Des Moines Iowa area. He moved to Colorado to attend the University of Northern Colorado, where he earned a bachelor’s degree in Economics. It was during this time that his passion for financial markets, investing, and strategic planning began to take shape.
Today, BJ is a Certified Financial Planner™ (CFP®) with 17 years of experience in the financial services industry. He takes pride in his analytical approach, attention to detail, and commitment to building trusted, long-term relationships with clients. His career has been driven by a desire to help individuals and families make smart financial decisions and gain clarity around their financial future. For the past 12 years, BJ worked at Charles Schwab, where he held roles both as a High-Net-Worth Trader and more recently a Wealth Advisor. In these positions, he provided sophisticated investment guidance, financial planning, and wealth management services to clients with complex financial needs.
Outside of the office, BJ enjoys spending time with his wife and their two children, Nora and Smith. He is passionate about the outdoors and makes the most of Colorado’s natural beauty whenever possible. Whether it’s golfing, snowboarding, playing tennis, hunting, or fishing, BJ values staying active and connected to the land and lifestyle that first drew him to Colorado.
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.
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.
Mike Akins is solely an investment advisor representative of Western Wealth Management LLC, and not affiliated with LPL Financial.
With over 9 years of experience at LPL Financial, Madai is a skilled and dedicated Administrative Assistant, known for her exceptional organizational skills and ability to manage complex tasks with precision. In her time at LPL Financial, she has proven herself as a key asset, supporting clients and executives with a commitment to excellence and operational efficiency.
Before her career in financial services, Madai proudly served in the military for eight years, where she received numerous accolades and awards for excellence. Her time in the service instilled in her a strong sense of leadership, discipline, and adaptability—qualities that continue to shape her work ethic and approach to problem-solving.
Outside of work, Madai enjoys exploring new places and going on adventures with her son, Abe. Whether it’s hiking, fishing, camping or traveling, she treasures the moments spent with family and friends, making memories that last a lifetime.