Peace of Mind through Personalized Financial Planning

Steven Harp is the Founder and CEO of Colorado Wealth Group. Steven’s vision for CWG is to make a positive and progressive impact on the community by serving as fiduciaries to our client’s goals. At CWG, we strive to provide peace of mind through personalized financial planning. Steven graduated with a bachelor’s degree from University of Missouri in 2004. Since then, Steven has built a robust advisory practice yet remains focused on continuing education and mentoring other team members at CWG. Steven is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®). Steven also holds his Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Accredited Investment Fiduciary (AIF®), and Certified in Long-Term Care (CLTC®). Steven and his wife, Andrea, moved to Colorado in 2005 from Missouri, specifically for the outdoor lifestyle and they never looked back. They enjoy hiking, snowboarding, and cycling (Steven is a big cycling nerd), but lately you’ll mostly find Steven chasing around his busy kids!

Jacob is a Partner, Director of Financial Planning, and CCO for Colorado Wealth Group. A Colorado native, Jacob is known by clients and friends as a standout professional with impeccable attention to detail and an unmatched ability to translate the complexities of the financial landscape. Jacob excels at helping clients model their unique financial plan including retirement, company stock option divestiture, cash flows, and education planning. Jacob brings over a decade of experience in the financial services industry along with a bachelor’s degree in Business Administration from the University of Northern Colorado and a Masters in Business Administration from Western Kentucky University. Jacob is committed to helping clients achieve their version of financial success by providing critical insight and a steady hand to managing their finances. Jacob holds his Accredited Wealth Management Advisor (AWMA®) and Accredited Investment Fiduciary (AIF®). Jacob, his wife, Leanne, and their children enjoy spending their free time with family and friends trying new restaurants and breweries, or spending time outdoors in the beautiful Colorado weather.

Bruce Larsen has been helping individuals and families pursue financial security for more than 30 years. His career began in accounting after earning a Bachelor of Science in Accounting from the University of Wyoming in 1988. After nine years in accounting, Bruce transitioned to personal financial planning, where he developed a particular expertise in retirement income, tax planning, estate planning, and Social Security.

In 2020, Bruce brought his practice to Colorado Wealth Group, where he continues to work with clients while collaborating with other advisors and professionals to provide comprehensive financial planning. His approach is highly integrated, recognizing that investment decisions, retirement income, taxes, Social Security, insurance, and estate planning are interconnected.

Bruce has a particular passion for helping clients make informed decisions about taxes in retirement. He is an Enrolled Agent (EA), giving him a strong foundation in federal taxation, and has written a book focused on taxes in retirement. He also developed Tax Acuity, a tax-planning application designed to help financial advisors identify and implement tax-planning opportunities for their clients.

For more than 25 years, Bruce has also specialized in special-needs planning, helping families address the unique financial, estate-planning, and long-term care challenges associated with disability and special-needs situations. He is a Certified Estate Planner™ (CEP®), a designation focused on estate-planning essentials including living trusts, estate taxes, disability and special-needs planning, and related topics.

Bruce's philosophy is centered on helping clients understand not just where they are financially, but how today's decisions can affect their financial security years or even generations into the future. His practice takes a multi-generational approach, working with clients and, when appropriate, helping coordinate planning across their family tree.

Bruce grew up on a cattle ranch in Wyoming and has called Colorado home since 2008. He has a grown son and daughter and enjoys spending time with family, life on his Colorado ranch, team roping, and spending time outdoors.

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Emily is the Director of Client Experience for the firm. It is her goal to aid CWG in providing a top-notch customer experience for all clients, not only when they are in the office, but once they have made the decision (which is the right decision) to become forever clients. It is her job to make sure that all aspects of Colorado Wealth Group run smoothly. Emily graduated from the University of Colorado at Boulder with an English and Psychology degree. After years as a high school English teacher, Emily made the switch to work with CWG and explore the new opportunities this company can provide her. She is very excited to have already grown in her role at Colorado Wealth Group and increased her knowledge of the financial world. In her free time, Emily enjoys spending time with her husband, two children, and two dogs. They enjoy all things outdoors, especially visiting the mountains or taking a bike ride to a local brewery. More often than not, her free time consists of already being her daughter's chauffeur and biggest fan at dance and gymnastics events.

Carter is Colorado Wealth Group's Director of Financial Planning. In 2020, Carter earned his B.S.B.A in Finance and B.A in Economics from the University of Kentucky. Carter holds his FINRA Series 63 license in addition to being Life, Health, and Casualty Insurance licensed. In his short time with CWG, Carter has become an Enrolled Agent (EA) and a Notary Public. Most importantly, Carter has worked, studied, and focused very hard to earn the title of CFP®. As the Financial Planning Manager for Colorado Wealth Group, he assists in the building of comprehensive Financial Plans by helping clients model their unique situation including retirement, company stock option divestiture, cash flows, education planning, and more. Carter and his wife, Lacee, got married in the summer of 2021. They enjoy traveling, spending time outdoors, going to the gym, and spending time with family and friends. Their family has recently grown to include a son, Reed. Carter looks forward to helping current and future clients with their financial futures.

Matthew is a Wealth Advisor at Colorado Wealth Group. Matthew graduated with his BA in Finance with a certificate in Business Law from the University of Cincinnati. Matthew started with CWG as the Operations Coordinator, but is now thrilled to be working even more directly with clients as a Wealth Advisor. His knowledge as a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), and experience in the financial industry is truly valued here at CWG. Matthew moved to Colorado in late 2022 from Cincinnati, Ohio. He spends his time skiing in the winter, and in the spring/summer he enjoys hiking, camping and golfing, but once fall comes around it is all about his Cleveland Browns.

Ian is a Certified Public Accountant (CPA) and the Head of Tax and Accounting at Colorado Wealth Group. He brings over six years of experience in both tax planning and consulting, with a strong background in tax preparation, regulatory compliance, and financial process improvement. His career has included working with a wide range of clients—from individuals and families to banks and financial advisory firms—helping them streamline operations and make smart, forward-looking financial decisions. At Colorado Wealth Group, Ian is passionate about delivering proactive, year-round tax strategies that align with each client’s broader financial goals. He enjoys researching complex tax topics and turning them into clear, actionable solutions that provide long-term value. He earned his degree from the University of Colorado’s Leeds School of Business in 2019 (Sko Buffs!), graduating with a double major in Accounting and Finance. Outside of work, Ian prioritizes quality time with his wife and their daughter, whether it’s enjoying weekend getaways in the mountains, spending time outdoors together, or just slowing down for a family dinner at home. He also enjoys the quiet of the outdoors—particularly hunting in the fall, fishing in the summer, and golfing whenever the opportunity arises.

Avi Claire Chabot supports Colorado Wealth Group as a third-party partner, providing operations and client services as part of the Savvy Wealth team. In her role, Avi focuses on operational coordination, onboarding support, and account-related services, working behind the scenes to help ensure clients have an efficient and seamless experience. With more than five years of experience in the financial services industry, she brings a strong operational foundation and a collaborative approach that helps create a consistent, positive experience for clients.

Avi Claire holds a Bachelor’s degree in Media Studies from the University of Colorado Boulder and completed the Intuit Academy Bookkeeping Specialization, strengthening her foundation in accounting and operational best practices. She approaches her work with a people-first mindset and a steady focus on making processes approachable and effective.

Outside of work, Avi Claire lives in Denver with her boyfriend and their dog. She enjoys spending time with family, traveling, and photography, interests that bring creativity and balance to her life.

Major is in training to be Colorado Wealth Group's new Chief Morale Officer; he has large shoes (or paws) to fill, but he is trying really hard. He has some skills to work on, but he is sure ready to come greet every CWG Client. Soon, our office will be full of wagging tales and plenty of dog hair every day. But for now, Major visits the office a few days a week; come visit!