Our Team
Travis Hart, LUTCF®, CLU®, CLF®
President & CEO
Ryan Beck, CFP®, ChFC®, CLU®
Managing Partner
J. Ryan Kelley, RICP ®, CLF®
Vice President
Susanna Costello
Executive Assistant to Travis Hart
Bella Fanelli-Poole
Talent Growth Specialist
Heather Bregman
Director of Operations
Heidi Griffin
Director of Advisor Resources
John Harris
Director of Systems
Jessica Card
New Business Case Manager
Jessica Windhorst
New Business Case Manager
Charles Levinson CExP™, RICP®
Financial Advisor
Denise Roberts
Executive Assistant to Charles Levinson
David Richards
Disability Income Specialist
David Houser
Financial Professional
ilana Reed
Disability Income Specialist
Jacob Kennedy, RICP®
Financial Advisor
John Hathaway
Financial Professional
Michael Cover
Financial Advisor
Robert Wick
Financial Representative
Robin Andersen
Financial Representative
Ben Sartin, CLU, RICP®
Financial Advisor
Jackie Sartin, RICP®
Registered Representative
Marissa Marklewitz
Support Specialist to Ben Sartin
Mark Saunders, ChFC®, CLU®, RICP®
Financial Advisor
Samantha Garcia
Director of Client Relations | Fort Collins Team
Nathan A. Pierce, LUTCF®, CExP™, RICP®
Financial Advisor
Charlene Goldberg
Client Relations Manager for Nathan Pierce
Brett Bunker
Financial Advisor
Chuck Kofoed
Disability Income Specialist
Jeffrey J. Hansen
Managing Associate
Jonas Tripp
Financial Advisor
Nick Ujifusa
Financial Professional
Peter Nelson
Financial Advisor
Randall T. Bills
Financial Advisor
Scott Ferrin
Financial Advisor
Zach Keith
Financial Representative
Zachary Nielson
Financial Advisor
Karen Jessey ChFC®, CLU®, RICP®, CExP™
Financial Advisor
Neill Turner, RICP®, CExP™
Financial Advisor
Melissa Chastain Harris
Director of Operations
Nisha Brushaber
Director of Investments
Kim Jessey
Client Relationship Manager
Jay Clark, CExP™, RICP®
Financial Advisor
Tammie Myers Sharp, RICP®
Financial Advisor
David Keller, CLU®, CHFC®, MSFS
Financial Advisor
Peter Lewandowski, CExP™
Financial Advisor
Whitney Selvig
Financial Advisor
Tory Tripp
Financial Advisor