Broker Check

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 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, LUTCF®, CLU®, CLF®

President / 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...

Read more

J. Ryan Kelley, RICP ®, CLF®

Vice President

303.714.5821

303.488.9070

ryan.kelley@wealthsg.com

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

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...

Read more

Jessica Card

New Business Case Manager

(303) 714-5884

(303) 740-8397

Jessica_Card@wealthsg.com

Sarah Sanchez

Director of Accounting

303-714-5905

303-488-9070

sarah.sanchez@wealthsg.com

Alec Muehlemeyer

Financial Representative

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

Alexander Lawrence

Financial Representative

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

Bailey Pope

Financial Professional

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

Bella Fanelli-Poole

Talent Growth Specialist

Ben Sartin CLU®, RICP®

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0E55077.
Read more

Charles Levinson CExP™, RICP®

Financial Advisor

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4103762.
Read more

Chuck Kofoed

Disability Income Specialist

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0650362, AR Insurance License #2720682.
Read more

Cole Gambill

Financial Professional

Agent of Wealth Strategies Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Read more

Daniel Langfield

Financial Representative

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

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

Denise Richards

Executive Assistant

Dustin Jeschke CEPA®

Financial Advisor

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Read more

Ellen Grosso

Managing Associate

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

Read more

Evan Donaldson

Financial Representative

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4243306.
Read more

Gloria Eddy

Director of Recruiting

303.714.5900

gloria.eddy@wealthsg.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

Heidi Griffin

Director of Advisor Resources

Agent of Wealth Strategies Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Read more

Jacob Kennedy

Financial Advisor

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4112946.
Read more

Jacob LeBaron

Financial Representative

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4095382.
Read more

Jeffery J. Hansen

Financial Professional

Jeffery C Hansen

Director of Investments / Investment Specialist

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0F98722.

Read more

Jessica Kellem

Financial Representative

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

Jessica Windhorst

New Business Desk

John Harris

Director of Marketing and Systems

303.714.5876

john.x.harris@wealthsg.com

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

Justin Farian

Financial Professional

Agent of Wealth Strategies Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.

Read more

Kasandra Gillingham

Financial Professional

Agent of Wealth Strategies Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Read more

Linda Plank

Executive Assitant

Lynn Cacciatore, J.D.*

Director of Agency Services

303.714.5871

lcacciatore@wealthsg.com

*Not practicing as an attorney for Guardian or any subsidiaries or affiliates thereof.

Read more

Marissa Marklewitz

Support Specialist to Ben Sartin

Mark Boyle

Financial Representative

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

Mark Cupp

Financial Representative

Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0E72101.
Read more

Nathan A. Pierce, LUTCF®, CExP™

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0I05017.
Read more

Peter Nelson

Financial Representative

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). CA Insurance License #0K65670.
Read more

Quincy Gunter

Financial Representative

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

Randall T. Bills

Financial Advisor

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). CA Insurance License #0C46788.
Read more

Reggie Fontenot

Financial Representative

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

Richard Engel

Financial Professional

Agent of Wealth Strategies Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Read more

Ryan Sepede

Financial Professional

Agent of Wealth Strategies Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Read more

Ryan Beck, CFP®, ChFC®, CLU®

Managing Partner

801.895.7942

ryan.beck@wealthsg.com

Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #0H84817.
Read more

Savio Nguyen

Financial Advisor

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. CA Insurance License #4183851.
Read more

Sean Fitzgerald

Financial Representative

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

Shawn Crockett

Financial Professional

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

Shelly Wheeler

Client Relations to Ben Sartin

Steven D. Nielsen

Registered Representative

Registered Representative of Park Avenue Securities LLC (PAS). 
Read more

Susanna Wiggins

Executive Assistant to Travis Hart and J. Ryan Kelley

303.714.5880

susanna.wiggins@wealthsg.com

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

Tanner Capulong

Financial Professional

Agent of Wealth Strategies Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Read more

Tanner Oberhansley

Financial Representative+

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

Whitney Selvig

Financial Representative

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

Zachary Nielson

Financial Advisor

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS).
Read more

Zachary Rosin

Financial Professional

Agent of Wealth Strategies Group, an agency of The Guardian Life Insurance Company of America® (Guardian), New York, NY.
Read more

Have a Question?

Thank you! Oops!