Wealth Strategies Team
Travis Hart, LUTCF®, CLU®, CLF®
President / CEO
303.488.9070
Travis Hart is the President and CEO of Wealth Strategies Group in Colorado. He leads Career Distribution focusing on attracting new talent and the strategic direction of the firm’s field force and leadership team. Travis has...
Ryan Beck, CFP®, ChFC®, CLU®
Managing Partner
J. Ryan Kelley, RICP ®, CLF®
Vice President
303.488.9070
As Vice President, Mr. Kelley assists career distribution for the company, focusing on the attraction of new talent and strategic initiatives. He is seen as the integrator of the leadership teams’ vision. Ryan has been in the...
ilana Reed
Disability Income Specialist
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...
Peter Lewandowski
Disability Income Specialist
(303) 488-9070
Peter.Lewandowski@wealthsg.com
Over many years, Peter has proven is skills at helping brokers and agents better educate their clients on insurance needs, their total protection picture, and the under-the-hood policy provisions of their coverages. Peter and his wife...
Jackie Sartin, RICP®
Office Manager
Jackie Sartin has twenty years of experience in the financial industry. She relocated with her husband to Fort Collins, CO in 2012. Her firm, Wealth Strategies Group Fort Collins, has a unique approach to financial planning with an...
David Richards
Disability Insurance Specialist
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...
Susanna Wiggins
Executive Assistant to Travis Hart and J. Ryan Kelley
Susanna is originally from sunny San Diego, CA where she received her degree in Business Hospitality and Tourism Management from San Diego State University. After graduation, she worked for a professional hockey team for seven seasons...
John Harris
Director of Marketing and Systems
As a veteran to the marketing, web, graphic design, and technology spaces, John's well-rounded background has positioned him as a go-to resource within Wealth Strategies and Guardian. Always hungry to learn and grow, he considers...
Gloria Eddy
Director of Recruiting
As the Director of Recruiting for Wealth Strategies, Gloria Eddy's main focus is on the attraction and hiring of quality talent into the firm. She also supports these new recruits in developing their practices to reach specific markets...
Lynn Cacciatore, J.D.*
Director of Agency Services
*Not practicing as an attorney for Guardian or any subsidiaries or affiliates thereof.
Alec Muehlemeyer
Financial Representative
Alexander Lawrence
Financial Representative
Bailey Pope
Financial Professional
Ben Sartin CLU®, RICP®
Charles Levinson CExP™, RICP®
Financial Advisor
Chuck Kofoed
Disability Income Specialist
Cole Gambill
Financial Professional
Daniel Langfield
Financial Representative
Dustin Jeschke CEPA®
Financial Advisor
Ellen Grosso
Managing Associate
Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Evan Donaldson
Financial Representative
Heidi Griffin
Director of Advisor Resources
Jacob Kennedy
Financial Advisor
Jacob LeBaron
Financial Representative
Jeffery C Hansen
Director of Investments / Investment Specialist
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0F98722.
Jessica Kellem
Financial Representative
Justin Farian
Financial Professional
Agent of Wealth Strategies Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Kasandra Gillingham
Financial Professional
Mark Boyle
Financial Representative
Nathan A. Pierce, LUTCF®, CExP™
Peter Nelson
Financial Representative
Quincy Gunter
Financial Representative
Randall T. Bills
Financial Advisor
Reggie Fontenot
Financial Representative
Richard Engel
Financial Professional
Ryan Sepede
Financial Professional
Savio Nguyen
Financial Advisor
Sean Fitzgerald
Financial Representative
Shawn Crockett
Financial Professional
Steven D. Nielsen
Registered Representative
Tanner Capulong
Financial Professional
Tanner Oberhansley
Financial Representative+
Whitney Selvig
Financial Representative
Zachary Nielson
Financial Advisor
Zachary Rosin
Financial Professional
