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 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, RICP ®

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...

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

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Sarah Sanchez

Director of Accounting

303-714-5905

303-488-9070

sarah.sanchez@wealthsg.com

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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