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Travis Hart, LUTCF®, CLU®, CLF®

Travis Hart, LUTCF®, CLU®, CLF®

President & CEO

(303) 714-5833

(303) 488-9070

travis.hart@wealthsg.com

As President and CEO of Wealth Strategies Group, Travis Hart leads the firm’s career distribution strategy and the overall direction of the field force and leadership team. A visionary leader and people-first mentor, Travis is deeply committed to building a firm where financial professionals can thrive while making a meaningful impact in the lives of those they serve.

Under Travis’s leadership, Wealth Strategies has continued to grow as a purpose-driven firm—one that helps individuals, families, and business owners build, protect, and grow financial strategies that lead to Wealth Beyond Money. He plays a central role in shaping the firm’s culture, one rooted in integrity, collaboration, and service, where financial strategies are aligned with what matters most to each client.

Travis began his professional journey with 11 years at Pepsi Bottling Group, where he developed a strong foundation in enterprise sales. After transitioning into financial services, he quickly rose through the ranks—becoming a qualifying member of the Million Dollar Round Table and earning multiple industry and community accolades. In 2007, Travis opened a new office in California, where he focused on recruiting and developing a high-performing team. He later relocated to Colorado and assumed the role of President and CEO, bringing his experience, heart, and vision to Wealth Strategies.

Beyond the business, Travis leads by example through community engagement. He has held numerous service and leadership roles including:

  • Chair of the LAMP Speaker Committee for Finseca

  • Vice Chair of his local hospital governing board

  • Board Member of the local school district education foundation

  • Board Member for NAIFA

  • Leadership roles with his local Rotary Club

  • Vice President of the local youth soccer program

Travis’s commitment to giving back mirrors the firm’s core value of Elevating Community. He believes success is not just about numbers, but about creating a lasting, positive impact.

Travis has been married to his wife, Shana, for over 30 years, and together they have two children, Sydnee and Trenton. As a family, they enjoy cycling, hiking, coaching and playing soccer and lacrosse, and spending time outdoors.

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