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, RICP ®
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
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 25+ year veteran of the insurance and financial services industry and operates the Fort Collins Office New Business Desk.
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...