Broker Check

6455 South Yosemite Street
Suite 300
Greenwood Village, CO 80111
(303) 770-9020

 

Team

Ross Ferrin, President and CEO at Wealth Strategies Group wants you to know that we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Paul R. Bankes Ed. D

Financial Representative

(970) 658-4148

(970) 658-4141

Dr. Bankes joined Wealth Strategies Group in May 2015. In addition to the Series 7, Series 6 and life/disability insurance licences. Prior to becoming a Financial Advisor, Paul dedicated over 20 years to public education as a teacher,...

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Michael Beatty began helping people with their finances in 2013. In just a short time, he's met with over 2,000 people and had a positive impact in their financial lives. He joined Wealth Strategies Group in 2015 and holds the Series 7...

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Craig Brooks

Managing Associate

(303) 714-5836

(303) 714-5860

Craig has been helping clients with their financial affairs since 2011. His passion is in working with small to medium sized businesses. Craig understands the dynamics of running a company and the balance of maximizing profitability...

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Jonathan Busch has been licensed in Financial Services since 2004 after graduating from the University of Tampa. His focus is on helping families and business owners get financially organized so that they can build wealth and enjoy...

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"Common sense in an uncommon degree is what the world calls wisdom." Samuel Taylor Coleridge Everyone’s situation is unique. Tiffany is proud to be part of a team that believes providing uncommon knowledge and personalized...

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Being a military brat has its advantages, although having to remember all the places and faces that you've seen is not one of them. Colorado was always home so when it came time to settle down, Colorado was the place. Melissa is...

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Jay Clark

Financial Advisor

(303) 714-5901

(303) 488-9070

Jay Clark joined Wealth Strategies Group in 2002 as a Financial Representative. Since joining WSG, Jay served as Sales Manager from 2005 to 2012 when he took on the role as Associate General Agent. He returned to the full-time role of...

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Lacy Cronkhite

Financial Representative

(719) 266-1267

(719) 266-4271

I have been in the insurance and financial services business since 1994. My system and process helps individuals and business owners take the costly guesswork out of building and conserving wealth. I challenge traditional financial...

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Rebecca Jo Crowley

Executive Assistant to Michael Gundzik, Philip DeVargas and Rex Thatcher

(303) 714-5870

(303) 488-9070

Rebecca Jo Crowley started with Wealth Strategies Group in June of 2016. She is the executive assistant to Phil DeVargas, Dr. Michael Gundzik and Rex Thatcher. Prior to working for Wealth Strategies Group, Rebecca was the Managing...

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Adolphe has been in the Financial Services industry since 1988. He has resided in Colorado since 1985. He graduated from University of New Hampshire with a Bachelors of Science in Mechanical Engineering, worked in the engineering field...

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Phil DeVargas started in the Financial Services industry in 2003 after several years in the Engineering and Information Technology field. Since then, Phil has developed a large list of business and individual clientele in which he...

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Robert joined Wealth Strategies Group on October 16, 2002 as an Investment Specialist and Agency Compliance Officer, after a successful career of 23 years with VALIC. Robert has over 25 years of experience in the financial services...

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Gerry Frantz has been in the insurance and financial services industry since 1985 and has formed a unique practice through numerous avenues of service. Gerry has an extensive and impressive array of education, professional credentials...

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Nicholette Fuller

Executive assistant to Nathan Pierce

(970) 658-4138

(970) 663-4307

Michael G. Gundzik founded Gundzik & Associates, Inc. in 1973. He assists the people and organizations he works with to create significant personal wealth, and focuses on asset protection and tax reduction strategies. He is an advocate...

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Beginning in the financial services industry in 1990, Julie Gunkel earned the ChFC designation in 1996 and joined Wealth Strategies Group in 1998. Julie is a member of the National Association of Financial Advisors and the Society of...

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Greg Harris

Director of Advanced Planning

(303) 714-5846

(303) 714-5860

Greg is Wealth Strategies’ Director of Advanced Planning, and has been providing financial services to the business community and professionals since 1984. His full service financial planning includes: -Business Succession and Estate...

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Born and raised in Connecticut, Karen attended St. Bonaventure on a basketball scholarship, and hopped in a car for Colorado after graduation with a degree in Sociology. She feels this degree has helped her excel in the financial...

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David Keller

Financial Specialist

(303) 714-5826

(303) 714-5860

David Keller joined Wealth Strategies Group in 1987. He is one of the Field Representatives who has qualified for Agent of the Year many times. He started in the financial services industry in 1962. He earned an undergraduate BS degree...

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Peter Lewandowski

Disability Income Underwriter

(303) 714-5825

(303) 488-9070

Christine McDonald

Investment Advisor Representative

(303) 946-0555

(303) 488-9070

With over a decade of experience in the Financial Services industry, Christine is aware that each client has a unique situation, and that there is no such thing as “cookie cutter” advice in the Financial Services industry....

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Rebecca McNair entered the workforce at age 10 while living in a small central Texas town with a population of 2,700. She began her 24 year career in graphic designs at age 18 and was the founder of Custom Lettering and Signs. Always...

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Carmen McRandall

Disability Income Specialist

(303) 714-5840

(303) 740-8397

Anant Mehta

Financial Specialist

(303) 714-5898

(303) 714-5860

Anant Mehta started in the Financial Services industry in 2002 after a decade in the pharmaceutical arena as a sales rep, management trainer, and pharmacy benefit management company division manager. Anant started his financial...

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Tammie Myers Sharp started working in the Financial Services industry in 1996, as an Executive Assistant. In 2006 she decided it was time to be a Field Representative, and joined Modern Woodmen of America. She returned home to the...

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Mahesh Odhrani CFP®

Financial Advisor, Certified Financial PlannerTM

(702) 735-4355 ext. 209

(702) 735-3873

Mahesh Odhrani has been with Wealth Strategies Group since 2003 and holds FINRA Series 7, 6, 63 and 65 licenses, the Certified Financial PlannerTM (CFP®) and Life Underwriter Training Council Fellow (LUTCF) designations. Mahesh...

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Jason Oshins is a Financial Advisor with Wealth Strategies Group, specializing in working with individuals, families, and business owners throughout the United States in effective financial decision making. By breaking down complex...

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For over 19 years Nathan Pierce along with his Pierce Insurance & Financial Services team has served the people of Northern Colorado. Whether working with businesses or individual Coloradoans, Nathan's passion is to help protect what's...

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Linda Plank

Assistant to David Keller

(303) 714-5828

(303) 714-5860

Linda joined Wealth Strategies Group in 2007 and is Assistant to David L. Keller

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Louise Pumphrey is a Financial Services Professional with Wealth Strategies Group in Greenwood Village, Colorado.A native of Singapore, Louise began her career in international finance with the leading trading house of Philipp Brothers...

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My aim is to help financial professional provide their clients with optimal financial protection against life's unexpected events. As a 10year veteran in the field of healthcare, I discovered firsthand, the devastating financial impact...

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Jackie Rains

Agency Director of Operations

(303) 714-5882

(303) 714-5883

Jackie joined Wealth Strategies Group in 2006 as the New Business Analyst for the life underwriting department. In 2012 Jackie became Agency Underwriting Manager, overseeing both the Life and Disability Income underwriting departments....

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Ilana joined Wealth Strategies Group in October 2009 as a Disability Income Specialist with an extensive background in sales, training and management both in and out of the insurance industry. ilana has ranked in the Guardian as...

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David M. Richards

Disability Income Specialist

(303) 714-5875

(303) 740-8397

David joined Wealth Strategies group in April 2000 as a Field Representative and took on the dual role of Disability Income Specialist in May 2001. He is also a Financial Advisor and Registered Representative. He has been in the...

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About Ben Sartin, CLUAfter spending several years improving corporate profits as an engineer, Ben Sartin discovered his true passion: improving the lives of others by helping them prepare for and overcome financial challenges. To...

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Erik Sartin is a financial advisor dedicated to helping individuals and small businesses make informed financial decisions. He compliments a financial education with 9 years of practical experience advising individuals and small...

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Financial Representative of Guardian

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I am passionate about helping Individuals and Businesses take a well rounded look at their financial world. I aim to help them move beyond being stuck towards attaining goals and dreams. Our first five points of concentration are...

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Tien Schryer joined Wealth Strategies Group in November of 2008 as a Field Representative. Tien attended the Metropolitan State College of Denver, and graduated with a BS in Communications and Organizational Development. A Denver...

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Clients come to my team looking for clarity and confidence in the financial decisions they make.My team empowers individuals, families, and business owners to make informed financial choices. As a result, our clients have a game plan...

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Bradley Sparks

Financial Specialist

970-658-4174

(970) 658-4141

I moved to Colorado in 2014 to pursue a Graduate Degree in Geophysics. I completed the degree and desired to find a career that best used my interests to help the people around me. I explored teaching, engineering, research, and...

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Ryan Sobel

Financial Advisor

(303) 714-5837

(303) 714-5860

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), Financial Representative of Guardian

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Rex S. Thatcher CFP®, AAMS®

Equity Business Administrator and Senior Investment Specialist

(303) 714-5865

(303) 740-8397

Rex joined Wealth Strategies Group in November of 2004 after nearly a decade owning and operating his own investment advisory firm. His primary role, as manager of our growing investment business segment, is supervising and training...

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“My goal is to make a difference in as many lives as possible using my experience and knowledge.” With a degree in Engineering, Neill Turner’s attention to detail is second to none. Numbers, facts and figures fascinate him and he's...

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Over fifty years ago Milton graduated from high school. Since graduation, he has earned a number of degrees, postgraduate degrees, professional designations and FINRA securities licenses. This formal education, time serving as an...

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Lary M. Weintraub has more than 20 years’ experience in the financial services industry as a wealth management advisor, serving the very specialized needs of high net worth individuals, families and foundations. Prior to Wealth...

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Rick Wieser

Director of Operations

(970) 658-4137

(970) 658-4141

Rick is a 20 year veteran of the insurance and financial services industry serving as both a Recruiter to assist in building new careers for people interested in helping people make wise financial decisions, and also as Director of...

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Aleia Amaya

Financial Representative

303.770.9020

303.488.9070

Aleia R. Amaya graduated from the Leeds School of Business at the University of Colorado Boulder, with a degree in Finance and a minor in the Practice of Leadership. During her career as a student, she took on countless leadership...

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Bobby Smith

Financial Representative

303.714.5859

303.488.9070

*Holds BLS and MA from University of Oklahoma *Life Underwriter Training Council Fellow designation *Leaders Club and Million Dollar Round Table qualifier *Living Balance Sheet® subscriber *National Association of Insurance and...

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Christian G. Felix is a Managing Director for Wealth Strategies Group, a leading company serving and empowering Latinos via their financial solutions and advice. He is responsible for developing and implementing field sales and talent...

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Cindy Fletcher

Executive Assistant for Lucet Advisors

303.714.5902

303.488.9070

Daniel Herrera

Financial Representative

303.714.5838

303.488.9070

Daniel comes to us from AXA Advisors where he was a Managing Director. Prior to AXA, Daniel was at New York Life as a Financial Representative. Daniel has been an integral part of Christian's team and their combined efforts to help...

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Another new face you may have seen around the office is David Terrero. David was born and raised in Brooklyn NY. Although his first language is Spanish, his education was always in English and therefore he is fluent in both languages....

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Derec Baxter

Financial Representative

217.622.2026

303.488.9070

Donna Bylund

Executive Business Coordinator

303.714.5876

303.488.9070

Edith Garcia

Financial Representitive

303.642.5862

303.488.9070

Edith Garcia graduated from DeVry University with a degree in Business Administration with a concentration on Accounting and Finance. Edith also attended Universidad Autónoma de Chihuahua, in México. During her time in...

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Katie Hermosillo

Financial Representative

303.714.5857

303.488.9070

Katie Hermosillo has been working in the insurance industry since 2012 with a distinct focus in life insurance. Her passion around the importance of insurance arose from seeing a friend struggle after becoming permanently disabled due...

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Melanie Dillon

Operations Administrator

303.714.5885

303.488.9070

Nisha Brushaber

Administrative Assistant to Karen Jessey

303.714.5916

303.488.9070

Spencer Fugita

Financial Representative

303714.5871

303.488.9070

Spencer comes to us from AXA Advisors. I'm sure you have seen her bright, energetic person running around the office. Spencer has been in the financial services industry since 2015. She is extremely passionate about educating,...

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Terry Cook

Director Of Business Development

303.714.5890

303.488.9070

Terry Cook joined Wealth Strategies Group in June, relocating to Colorado from Texas. After a 20 year career as President & CEO of various Chambers of Commerce and Convention & Visitors Bureaus, Terry was offered an opportunity to work...

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