Our clients work with experienced professionals who have a rich history of helping people just like you with similar goals and concerns. The Wealth Strategies team is sought after because we specialize in working one on one with our clients to create a unique and integrated approach that is tailored to everyone’s specific situation. Your life is unique, your financial plan can be too.Our team of strategic financial professionals are here to help you:Investing principles and strategiesRetirement investing and distribution strategiesEstate conservation issuesRisk managementOur process can help you answer your questions, including: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?Can I retire early?And much more...Call for a consultation to discover how our unique approach adds a more complete perspective that provides increased benefits to our clients. (303) 770-9020 Travis Hart, LUTCF®, CLU®, CLF® President / CEO 303.714.5833 303.488.9070 email@example.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... Read more J. Ryan Kelley, RICP ®, CLF® Vice President 303.714.5821 303.488.9070 firstname.lastname@example.org 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.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... Read more 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... Read more Jackie Sartin, RICP® Office Manager (970) 658-4166 email@example.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... Read more Jessica Card New Business Case Manager (303) 714-5884 (303) 740-8397 Jessica_Card@wealthsg.com Rick Wieser New Business Case Manager (970) 658-4137 (970) 658-4141 Rick_Wieser@glic.com 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 303-714-5905 303-488-9070 firstname.lastname@example.org 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... Read more Gloria Eddy Director of Recruiting 303.714.5900 email@example.com 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 303.714.5876 firstname.lastname@example.org 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 303.714.5871 email@example.com *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 303.714.5880 firstname.lastname@example.org 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 Have a Question? Name Email Address Phone Question Thank you! Oops!