Broker Check

Agency Team

Travis Hart, LUTCF®, CLU®, CLF®

President / CEO



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...

Read more

J. Ryan Kelley, RICP ®, CLF®

Vice President



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...

Read more

ilana Reed

Disability Income Specialist

(303) 714-5839

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...

Read more

Peter Lewandowski

Disability Income Specialist

(303) 714-5825

(303) 488-9070

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...

Read more

Jackie Sartin, RICP®

Office Manager

(970) 658-4166

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...

Read more

Jessica Card

New Business Case Manager

(303) 714-5884

(303) 740-8397

Rick Wieser

New Business Case Manager

(970) 658-4137

(970) 658-4141

Rick is a 25+ year veteran of the insurance and financial services industry and operates the Fort Collins Office New Business Desk.

Read more

Sarah Sanchez

Director of Accounting



David Richards

Disability Insurance Specialist

(303) 714-5875

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...

Read more

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...

Read more

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...

Read more

Lynn Cacciatore, J.D.*

Director of Agency Services


*Not practicing as an attorney for Guardian or any subsidiaries or affiliates thereof.

Read more

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...

Read more