Broker Check

Wealth Strategies Team

Travis Hart, LUTCF®, CLU®, CLF®

President / CEO

303.714.5833

303.488.9070

travis.hart@wealthsg.com

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...

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Ryan Beck, CFP®, ChFC®, CLU®

Managing Partner

801.895.7942

ryan.beck@wealthsg.com

Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0H84817.
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J. Ryan Kelley, RICP ®, CLF®

Vice President

303.714.5821

303.488.9070

ryan.kelley@wealthsg.com

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...

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ilana Reed

Disability Income Specialist

(303) 714-5839

ilana.Reed@wealthsg.com

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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Peter Lewandowski

Disability Income Specialist

(303) 714-5825

(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...

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Jackie Sartin, RICP®

Office Manager

(970) 658-4166

jackie_sartin@glic.com

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...

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Jessica Card

New Business Case Manager

(303) 714-5884

(303) 740-8397

Jessica_Card@wealthsg.com

Sarah Sanchez

Director of Accounting

303-714-5905

303-488-9070

sarah.sanchez@wealthsg.com

David Richards

Disability Insurance Specialist

(303) 714-5875

David_Richards@wealthsg.com

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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Susanna Wiggins

Executive Assistant to Travis Hart and J. Ryan Kelley

303.714.5880

susanna.wiggins@wealthsg.com

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...

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John Harris

Director of Marketing and Systems

303.714.5876

john.x.harris@wealthsg.com

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...

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Lynn Cacciatore, J.D.*

Director of Agency Services

303.714.5871

lcacciatore@wealthsg.com

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

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Adam Woolston

Financial Professional

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Alec Muehlemeyer

Financial Representative

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
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Alexander Lawrence

Financial Representative

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. 
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Bailey Pope

Financial Professional

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
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Bella Fanelli-Poole

Talent Growth Specialist

Ben Sartin CLU®, RICP®

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 #0E55077.
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Brian Johnson

Financial Professional

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Charles Levinson CExP™, RICP®

Financial Advisor

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 #4103762.
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Chuck Kofoed

Disability Income Specialist

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0650362, AR Insurance License #2720682.
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Cole Gambill

Financial Professional

Agent of Wealth Strategies Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
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Daniel Langfield

Financial Representative

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. 
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Denise Richards

Executive Assistant

Dustin Jeschke CEPA®

Financial Advisor

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.
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Ellen Grosso

Managing Associate

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

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Heidi Griffin

Director of Advisor Resources

Agent of Wealth Strategies Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
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Jacob Kennedy

Financial Advisor

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 #4112946.
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Jacob LeBaron

Financial Representative

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 #4095382.

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Jeffery J. Hansen

Financial Professional

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.

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Jessica Windhorst

New Business Desk

Justin Farian

Financial Representative

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

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Kasandra Gillingham

Financial Professional

Agent of Wealth Strategies Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
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Linda Plank

Executive Assitant

Marissa Marklewitz

Support Specialist to Ben Sartin

Nathan A. Pierce, LUTCF®, CExP™

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 #0I05017.
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Peter Nelson

Financial Representative

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). CA Insurance License #0K65670.
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Quincy Gunter

Financial Representative

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
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Randall T. Bills

Financial Advisor

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). CA Insurance License #0C46788.
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Reggie Fontenot

Financial Representative

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
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Richard Engel

Financial Professional

Agent of Wealth Strategies Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
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Ryan Sepede

Financial Professional

Agent of Wealth Strategies Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
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Savio Nguyen

Financial Advisor

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 #4183851.
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Sean Fitzgerald

Financial Representative

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
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Steven D. Nielsen

Registered Representative

Registered Representative of Park Avenue Securities LLC (PAS). 
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Tanner Capulong

Financial Professional

Agent of Wealth Strategies Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
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Whitney Selvig

Financial Representative

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. 
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Zachary Nielson

Financial Advisor

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