Team
Travis Hart
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
Vice President
303.488.9070
Daniel Herrera
Managing Director
(303) 488-9070
Daniel comes to us from AXA Advisors where he was a Managing Director. Prior to AXA, Daniel was at New York Life as a Financial Representative. He is working towards growing the agency and his personal production.
David M. Richards
Disability Income Specialist
(303) 740-8397
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...
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
Financial Representative of Guardian.
Jackie Sartin, RICP®
Recruiting
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 20 year veteran of the insurance and financial services industry serving as both a Recruiter to assist in building new careers for people interested in helping people make wise financial decisions, and also as Director of...
Kiersten Hill
New Business Administrator
303-488-9070
Kiersten joined Wealth Strategies Group in December 2018 as an Operations and Underwriting Assistant. Although this is her first experience in wealth management, Kiersten has a background in administration and communication. An alumna...
Jay Clark, CExP™, RICP®
Financial Advisor
(303) 488-9070
Jay Clark joined Wealth Strategies Group in 2002 as a Financial Representative. Since joining WSG, Jay served as Sales Manager from 2005 to 2012 when he took on the role as Associate General Agent. He returned to the full-time role of...
Tammie Myers Sharp, RICP®
Financial Advisor
Tammie_Myers_Sharp@wealthsg.com
Tammie Myers Sharp started working in the Financial Services industry in 1996, as an Executive Assistant. In 2006 she decided it was time to be a Field Representative, and joined Modern Woodmen of America. She returned home to the...
Charles Levinson
Financial Advisor
303-488-9070
I love that I have the opportunity to help educate the community about how to properly manage money, as there is so much misinformation and poor advice floating around. I have the opportunity to teach people how to effectively plan...
Arianna Porras
Administrative Assistant to Jay Clark
303.488.9070
Karen Jessey , ChFC®, CLU®, RICP®, CExP™
Financial Advisor
(303) 714-5918
Karen.Jessey@mystrategicwealth.com
Karen Jessey & Neill Turner work together as Strategic Wealth Partners. We serve as financial guides for successful entrepreneurs and individuals with complex financial situations, helping our clients design a financial roadmap that...
Neill Turner, CExP™
Financial Advisor
(303) 714-5918
Neill.Turner@mystrategicwealth.com
Neill Turner & Karen Jessey work together as Strategic Wealth Partners. We serve as financial guides for successful entrepreneurs and individuals with complex financial situations, helping our clients design a financial road-map that...
Melissa Chastain
Director of Operations for Strategic Wealth Parthers
(303) 714-5918
Melissa.Chastain@mystrategicwealth.com
Melissa is the Director of Operations for Strategic Wealth Partners under Karen Jessey, ChFC, CLU, RICP, CExP and Neill Turner, CExP. Melissa’s has honed her communication skills and her understanding of the products and...
David Keller
Financial Advisor
(303) 714-5860
David Keller joined Wealth Strategies Group in 1987. He is one of the Field Representatives who has qualified for Agent of the Year many times. He started in the financial services industry in 1962. He earned an undergraduate BS degree...
Linda Plank
Assistant to David Keller
(303) 714-5860
Gerry Frantz
Registered Representative
Gerry Frantz has been in the insurance and financial services industry since 1985 and has formed a unique practice through numerous avenues of service. Gerry has an extensive and impressive array of education, professional credentials...
Nathan A. Pierce, LUTCF
Financial Advisor
(970) 663-4307
For over 19 years Nathan Pierce along with his Pierce Insurance & Financial Services team has served the people of Northern Colorado. Whether working with businesses or individual Coloradoans, Nathan's passion is to help protect what's...
Charlene Goldberg
Administrative Assistant to Nathan Pierce
970.658.4141
charlene.goldberg@wealthsg.com
I am a native to Colorado, born in Arvada. I reside in Wellington, CO with my husband Ron. I lived out of the state for 20 years, we moved back to Colorado in July 2009. In 1990 when I married my husband, I became a United States Navy...
Adolphe Cyr, CLU, ChFC
Financial Advisor
(303) 488-9070
Adolphe has been in the Financial Services industry since 1988. He has resided in Colorado since 1985. He graduated from University of New Hampshire with a Bachelors of Science in Mechanical Engineering, worked in the engineering field...
Ben Sartin, CLU
Managing Director
Bradley Sparks
Financial Advisor
(970) 658-4141
I moved to Colorado in 2014 to pursue a Graduate Degree in Geophysics. I completed the degree and desired to find a career that best used my interests to help the people around me. I explored teaching, engineering, research, and...
Catherine Gilbert, B.A., M.A.
Financial Coach & Director of Wealth Management
303-488-9070
catherine.gilbert@wealthsg.com
Catherine was recruited to Wealth Strategies Group after creating value in the financial services industry. Using a holistic approach to financial planning and wealth management, Catherine serves as an advocate for her clients and...
Christine McDonald, LUTCF®
Financial Advisor
970-658-4141
christine.mcdonald@wealthsg.com
Committed to excellence, and serving as a Financial Advisor since 2005, Christine operates from her personal core values of integrity, service, and commitment to her clients. Simplifying the “financial chatter” clients are...
Erik Sartin
Financial Advisor
Erik Sartin is a financial advisor dedicated to helping individuals and small businesses make informed financial decisions. He compliments a financial education with 9 years of practical experience advising individuals and small...
Greg Harris
Director of Advanced Planning
(303) 714-5860
Greg is Wealth Strategies’ Director of Advanced Planning, and has been providing financial services to the business community and professionals since 1984. His full service financial planning includes: Business Succession and...
Mike Ellafrits
Financial Representative
303-488-9070
michael.ellafrits@wealthsg.com
I am excited to be with WealthSG and am to build relationships within the team! I previously worked at NYL for several years and I'm eager to utilize the Living Balance Sheet t® to communicate what people are really worth, rather...
Milton Uribe, CLU®, ChFC®, LUTCF®
Financial Representative
(970) 658-4141
Over fifty years ago Milton graduated from high school. Since graduation, he has earned a number of degrees, postgraduate degrees, professional designations and FINRA securities licenses. This formal education, time serving as an...
Julie A Gunkel, ChFC®
Special Agent
Beginning in the financial services industry in 1990, Julie Gunkel earned the ChFC designation in 1996 and joined Wealth Strategies Group in 1998. Julie is a member of the National Association of Financial Advisors and the Society of...
Ben Eisenbeis
Financial Representative
303.488.9070
Having the opportunity to make substantial impacts on people’s lives through sound financial planning is something I am very grateful to practice on a consistent basis. Increasing client’s levels of financial literacy and...
Kathryn “Kat” Kelly
Financial Professional
Kat specializes in helping clients in the entertainment industry, as well as any and all citizens of our great nation, find financial balance in their lives. She helps everyone look for a better way to build their financial future...