John joined Colorado Wealth Group as a Financial Advisor in 2016. After graduating from the University of Arizona in 2005 his varied professional background included eight years as a whitewater river guide followed by a partnership in a unique food startup that was featured on Shark Tank, culminating in a deal with Mark Cuban. Combining John’s interest in personal finance with his love of relationship-building, a career with Colorado Wealth Group was a perfect fit.
Living in Olde Town Arvada since 2014, John has been excited to be part of the vibrant growth along the Front Range and, although not a native, he considers Colorado to be home. Along with his wife Lauren, son Pete and hound dog Penny, he can be found out exploring the trails, back roads, and rivers that this beautiful state has to offer.
MBA - AIF® - AWMA®
PARTNER & DIRECTOR OF FINANCIAL PLANNING
Jacob is a Partner and Director for Colorado Wealth Group’s financial planning and investment operations. Jacob is a native of Colorado who has been in the financial services industry since 2012. He earned his bachelor’s degree in Business Administration from the University of Northern Colorado in 2010 and his Masters in Business Administration from Western Kentucky University in 2012.
Jacob enjoys furthering his education by earning new designations. In 2015, Jacob earned his Accredited Investment Fiduciary (AIF®) designation and in 2016 he earned his Accredited Wealth Management Advisor (AWMA®) designation.
In his spare time Jacob and his wife, Leanne, enjoy trying new restaurants and breweries, spending time outdoors and cheering on the Denver Sports teams. Jacob is a diehard Broncos fan!
FINANCIAL SERVICES ASSOCIATE
Charlie joined the Colorado Wealth Group team as a Financial Services Associate in 2016. He engages in a range of day-to-day activities, from marketing to prospecting and more. He attends school full-time at the University of Denver, where he is currently pursuing his bachelor’s degree in Finance.
Charlie enjoys spending his time on the golf course and hanging out and with his friends in the great outdoors. As a Portland, Oregon native, he is a die-hard Portland Trailblazers fan, and loves to drink the best coffee he can find.