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...
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...
Rick Wieser
New Business Case Manager
(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.
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...
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...
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...
Lynn Cacciatore, J.D.*
Director of Agency Services
*Not practicing as an attorney for Guardian or any subsidiaries or affiliates thereof.
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...