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Your Team

How We Work

How We Work

We entered the financial profession driven by a singular goal: to have a real impact on our clients' financial lives. Our four decades of collective experience have been focused on delivering tailored financial guidance to a wide range of clients, building a track record of trusted service.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Anna Bhai

Anna Bhai, CFP®

Head of Financial Planning

303-339-6880

anna@jplwm.com

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Jeni Gregory

Jeni Gregory

Head of Operations and Client Services

303-285-4886

Jeni@jplwm.com

As the Head of Operations and Client Services at JPL Wealth Management, I have the privilege of assisting our clients with their account needs, delving into complex issues, and liaising with our Custodians to ensure the accurate...
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Joel Johnson

Joel Johnson, CFP®

Partner/Wealth Advisor

(303) 859-3583

Joel@JPLWM.com

I am a Partner and Wealth Advisor at JPL Wealth Management, where my primary responsibilities involve working with clients to help them achieve their financial goals. Whether it's ensuring they're ready for retirement or appropriately...
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Luke Nagell

Luke Nagell

Partner/Wealth Advisor

(303) 656-3175

Luke@JPLWM.com

As a co-founder and advisor at JPL Wealth Management, I bring extensive experience in portfolio management and financial planning. Before co-founding JPL Wealth Management, I served as Vice President at Goldman Sachs. In that role, I...

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Patrick Rudy

Patrick Rudy, CFA, CPA, CFP®

Partner/Wealth Advisor

(303) 529-0494

Patrick@JPLWM.com

Patrick Rudy is a co-founder and advisor at JPL Wealth Management, where he dedicates himself to helping clients navigate their financial journeys. His expertise lies in crafting, implementing, and overseeing comprehensive financial...

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