Broker Check

Team

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 an approach that is tailored to everyone’s specific situation. Your life is unique, your financial plan can be too.

Our team of financial professionals are here to help you:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

Our 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

CEO

303.714.5833

303.488.9070

travis.hart@wealthsg.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...

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J. Ryan Kelley

Vice President

303.714.5821

303.488.9070

ryan.kelley@wealthsg.com

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...
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Daniel Herrera

Managing Director

(303) 714-5838

(303) 488-9070

Daniel.Herrera@WealthSG.com

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. 

 

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David M. Richards

Disability Income Specialist

(303) 714-5875

(303) 740-8397

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...

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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...

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Peter Lewandowski

Disability Income Specialist

(303) 714-5825

(303) 488-9070

Peter.Lewandowski@wealthsg.com

Financial Representative of Guardian.

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Jackie Sartin, RICP®

Recruiting

(970) 658-4166

jackie_sartin@glic.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...

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Beth Muir

Managing Associate / Financial Representative

303.714.5857

303.488.9070

elizabeth.muir@wealthsg.com

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

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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 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...

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Kiersten Hill

New Business Administrator

303-714-5880

303-488-9070

kiersten.hill@wealthsg.com

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...

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Sarah Sanchez

Director of Accounting

303-714-5905

303-488-9070

sarah.sanchez@wealthsg.com

Jay Clark, CExP™, RICP®

Financial Advisor

(303) 714-5901

(303) 488-9070

jay.clark@lucetadvisors.com

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...

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Tammie Myers Sharp, RICP®

Financial Advisor

(303) 714-5842

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...

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Charles Levinson

Financial Advisor

303-714-5899

303-488-9070

charles.levinson@wealthsg.com

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...

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Arianna Porras

Administrative Assistant to Jay Clark

303.714.5901

303.488.9070

lucet.admin@lucetadvisors.com

Arianna is currently the administrative assistant for Jay Clark’s Lucet Advisors team, and a student at Metro State University of Denver working to get her Marketing and minor in Finance bachelor’s degree. Proudly Latina...
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Karen Jessey , ChFC®, CLU®, RICP®, CExP™

Financial Advisor

(303) 741-6181

(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...

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Neill Turner, CExP™

Financial Advisor

(303) 741-6181

(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...

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Melissa Chastain

Director of Operations for Strategic Wealth Parthers

(303) 741-6181

(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...

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David Keller

Financial Advisor

(303) 714-5826

(303) 714-5860

David_Keller@wealthsg.com

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...

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Linda Plank

Assistant to David Keller

(303) 714-5828

(303) 714-5860

Linda_Plank@wealthsg.com

Linda joined Wealth Strategies Group in 2007 and is Assistant to David L. Keller
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Gerry Frantz

Registered Representative

(303) 714-5855

Geraldine_Frantz@wealthsg.com

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...

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Nathan A. Pierce, LUTCF

Financial Advisor

(970) 278-0790

(970) 663-4307

Nathan_Pierce@wealthsg.com

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...

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Charlene Goldberg

Administrative Assistant to Nathan Pierce

970.658.4148

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...

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Adolphe Cyr, CLU, ChFC

Financial Advisor

(303) 902-7160

(303) 488-9070

Adolphe_Cyr@wealthsg.com

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...

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Ben Sartin, CLU

Managing Director

(970) 658-4134

ben_sartin@glic.com

After spending several years improving corporate profits as an engineer, Ben Sartin discovered his true passion: improving the lives of others by helping them prepare for and overcome financial challenges. To improve his clients’...
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Bradley Sparks

Financial Advisor

(970) 658-4174

(970) 658-4141

Brad.Sparks@wealthsg.com

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...

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Catherine Gilbert, B.A., M.A.

Financial Coach & Director of Wealth Management

720-979-1470

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...

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Christine McDonald, LUTCF®

Financial Advisor

970-658-4169

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...

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Erik Sartin

Financial Advisor

(970) 658-4165

erik_sartin@wealthsg.com

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...

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Greg Harris

Director of Advanced Planning

(303) 714-5846

(303) 714-5860

Greg_Harris@wealthsg.com

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...

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Mike Ellafrits

Financial Representative

970-217-4759

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...

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Milton Uribe, CLU®, ChFC®, LUTCF®

Financial Representative

(970) 658-4140

(970) 658-4141

Milton_Uribe@wealthsg.com

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...

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Julie A Gunkel, ChFC®

Special Agent

(303) 431-4939

Julie_Gunkel@wealthsg.com

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...

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Ben Eisenbeis

Financial Representative

303.770.9020

303.488.9070

Ben.Eisenbeis@WealthSG.com

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...

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Kathryn “Kat” Kelly

Financial Professional

(970) 846-8148

Kathryn.R.Kelly@wealthsg.com

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...

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