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Meet Our Team

Meet Our Team

Our Experienced Team of Professionals

Black-and-white professional portrait of Steven Harp, Founder and CEO of Colorado Wealth Group. He is smiling confidently with his arms crossed, wearing a light-colored dress shirt with a patterned inner collar. His short hair is neatly styled, and he has a well-groomed beard. The background is a plain light gray, keeping the focus on him.Steven Harp, Founder and CEO of Colorado Wealth Group, dressed in full cycling gear. He is smiling broadly while leaning forward in a racing pose, wearing a black Rapha cycling jacket, dark blue cycling shorts, a black aerodynamic helmet, and reflective wraparound sunglasses. The light gray background emphasizes his energetic and athletic stance.

Steven Harp

Founder & Chief Executive Officer

Black-and-white headshot of Jacob Ray, Partner, COO, and CCO at Colorado Wealth Group. He is smiling warmly, wearing a checkered dress shirt with the top button open. His hair is styled upward, and he has a neatly groomed beard. The background is plain and light-colored, giving a clean, professional look.Jacob Ray, Partner, COO, and CCO at Colorado Wealth Group, posing playfully with a golf club. He is smiling and holding a Ping driver toward the camera. He’s wearing a patterned short-sleeve polo shirt, dark jeans, a leather belt, and a black-and-white ball cap. The background is a clean light gray, highlighting his casual and confident stance.

Jacob Ray

Partner, COO, & CCO

Black-and-white headshot of Bruce Larsen, Senior Wealth Advisor at Colorado Wealth Group. He is wearing glasses, a dark blazer over a button-down shirt, and has a neutral expression. His short hair is neatly combed, and the background is plain and light-colored, giving the portrait a professional tone.Bruce Larsen, Senior Wealth Advisor at Colorado Wealth Group, posing in a cowboy-themed outfit. He is wearing a white cowboy hat, teal patterned button-down shirt, jeans, and glasses. Bruce holds a coiled lasso in one hand and raises the loop in the other, smiling confidently in front of a plain light background.

Bruce Larsen

Senior Wealth Advisor

Black-and-white professional portrait of Matt Selihar, Wealth Advisor at Colorado Wealth Group. He is smiling broadly, wearing dark-rimmed glasses, a tailored suit jacket, and an open-collared dress shirt. His hair is neatly styled, and he stands confidently against a plain, light background.Matt Selihar, Wealth Advisor at Colorado Wealth Group, dressed in full hockey gear. He’s wearing a retro Quebec Nordiques jersey with a captain’s ‘C,’ blue hockey gloves, a white helmet, and black-rimmed glasses. He’s holding a hockey stick upright with one glove resting on top, standing confidently in front of a light gray background.

Matt Selihar

Wealth Advisor

Black-and-white professional portrait of Emily Murtaugh, Director of Operations at Colorado Wealth Group. She is smiling warmly, wearing a dark V-neck blouse. Her medium-length wavy hair is styled loosely, and she stands against a plain, light background, creating a polished and approachable appearance.Emily Murtaugh, Director of Operations at Colorado Wealth Group, smiling playfully while carrying a large black tote bag with 'Hot Mess' printed on it. She’s holding a rolled-up yoga mat and keys, dressed in a casual black outfit, and leaning forward in motion against a light gray background. Her expression is joyful and energetic.

Emily Murtaugh

Director of Operations

Black-and-white headshot of Carter Hench, Director of Financial Planning at Colorado Wealth Group. He is smiling subtly and wearing a dark suit jacket over a light-colored dress shirt. His hair is neatly styled, and he stands at a slight angle against a plain, light background, presenting a polished and professional appearance.Carter Hench, Director of Financial Planning at Colorado Wealth Group, posing confidently with a jacket slung over his shoulder and holding sunglasses, dressed in a casual white shirt.

Carter Hench

Director of Financial Planning

Matthew Conley, Operations Coordinator at Colorado Wealth Group, smiling confidently in a suit jacket and white shirt, photographed against a plain background.Matthew Conley, Operations Coordinator at Colorado Wealth Group, smiling while holding skis over his shoulder, dressed in a ski jacket and helmet, showcasing his love for outdoor adventure.

Matthew Conley

Operations Coordinator

Ian Snedden, Head of Tax & Accounting at Colorado Wealth Group, standing confidently with hands in pockets, dressed in a blazer and shirt, photographed against a plain white background.Ian Snedden, Head of Tax & Accounting at Colorado Wealth Group, smiling while proudly holding a large fish on a boat, dressed in outdoor gear with a lake and forest in the background.

Ian Snedden

Head of Tax & Accounting

Major, Chief Morale Officer at Colorado Wealth Group, a happy golden retriever standing on a sidewalk with a leash, looking up with a friendly expressionMajor, Chief Morale Officer at Colorado Wealth Group, a golden retriever lounging comfortably on a black ottoman inside a cozy living room.

Major

Chief Morale Officer

Minimum Qualifications for the Certified Financial Planner (CFP®)

Certified Financial Planners are licensed by the CFP Board to use the CFP® mark.  CFP® certification requirements:
- Bachelor’s degree from an accredited college or university.
- Completion of the financial planning education requirements set by the CFP Board (www.cfp.net)
- Successful completion of the 10-hour CFP® Certification Exam
- Three-year qualifying full-time work experience
- Successfully pass the Candidate Fitness Standards and background check

Minimum Qualifications for the Chartered Financial Consultant® (ChFC®)

The ChFC program is administered by the American College, Bryn Mawr, Pennsylvania. This designation has the same core curriculum as the CFP® designation, plus two or three additional elective courses that focus on various areas of personal financial planning. In addition to successful completion of an exam on areas of financial planning, including income tax, insurance, investment and estate planning, candidates are required to have a minimum of three (3) years of experience in a financial industry position. Chartered Financial Consultant® (ChFC®)

The ChFC® designation is offered by The American College. Designation holders are required to serve clients with the highest level of professionalism. The authority to use the ChFC® mark is granted by the Certification Committee of the Board of Trustees of The American College, and that privilege is contingent on adherence to strict ethical guidelines. All ChFC® advisors are required to do the same for clients that they would do for themselves in similar circumstances, the standard of ethical behavior most beneficial for their clients. Each ChFC® has taken 9 or more college-level courses on all aspects of financial planning. The average study time for the program is over 400 hours, and advisors frequently spend years earning this coveted distinction. Each ChFC® must also complete a minimum of 30 hours of continuing education every two years and must meet extensive experience requirements to ensure that you get the professional financial advice you need.

Minimum Qualifications for the Chartered Life Underwriter® (CLU®)

This designation is offered by the American College. To obtain the CLU, candidates must successfully complete training in life insurance and personal insurance planning. Course work related to insurance, investments, taxations, employee benefits, estate planning accounting management and economics must be completed in addition to passing eight (8) two-hour, 100 question exams.

Three (3) years of full-time business experience within three (3) years of successfully completing course work and exams is required for this designation. An undergraduate or graduate degree from an accredited university qualifies for one year of business experience.

Minimum Qualifications for the Accredited Investment Fiduciary® (AIF®)

The AIF Designation certifies that the recipient has specialized knowledge of fiduciary standards of care and their application to the investment management process.  To receive the AIF Designation, the individual must meet prerequisite criteria based on a combination of education, relevant industry experience, and/or ongoing professional development, complete a training program, successfully pass a comprehensive, closed-book final examination under the supervision of a proctor and agree to abide by the Code of Ethics and Conduct Standards.  In order to maintain the AIF Designation, the individual must annually attest to the Code of Ethics and Conduct Standards, and accrue and report a minimum of six hours of continuing education.  The Designation is administered by the Center for Fiduciary Studies, the standards-setting body of fi360. Professional Certifications

Minimum Qualifications for the Accredited Wealth Management Advisor® (AWMA®)

Individuals who hold the AWMA® designation have completed a course of study encompassing wealth strategies, equity-based compensation plans, tax reduction alternatives, and asset protection alternatives. Additionally, individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations.  All designees have agreed to adhere to Standards of Professional Conduct and are subject to a disciplinary process. Designees renew their designation every two-years by completing 16 hours of continuing education, reaffirming adherence to the Standards of Professional Conduct and complying with self-disclosure requirements.

Minimum Qualifications for the Chartered SRI Counselor™ (CSRIC™)

The Chartered SRI Counselor is issued by the College for Financial Planning. It is accredited by the U.S Department of Education Regional Accredited Agencies, The Higher Learning Commission (HLC). This designation is the first within the financial sector dedicated to SRI. There are no prerequisites for this designation. However, candidates must complete a graduate-level course. Also, they pass the required exam and pay the $1,300 fee. To keep the designation current, they must complete 16 hours of continuing education every two years. They also pay a $95 annual renewal fee.

Five Star Wealth Manager

The Five Star Wealth Manager Award (“the Award”) is based on required eligibility criteria including, but not limited to: Active employment in the financial services industry for a minimum of five years and registrations as an investment adviser representative (or other accepted credentials), favorable regulatory/complaint history reviewed defined by Five Star as not having.

(1) been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine

(2) had more than a total of three customer complaints filed against them (settled or pending) with any regulatory authority or Five Star Professional’s consumer complaint process

(3) individually contributed to a financial settlement of a customer complaint filed with a regulatory authority

(4) filed for bankruptcy, or

(5) been convicted of a felony, fulfilled internal employer standards, and acceptance of new clients.

he following evaluation criteria are also considered: 1-year and 5-year retention rate, administration of non-discretionary client assets, number of households serviced, and designations (e.g., professional, educational).

The Award does not evaluate the quality of services furnished to clients and it is possible that the recipient may have received unfavorable ratings from those surveyed. Neither our Firm nor its Financial Advisors compensated any person or entity to be considered for the Award and the Award is not indicative of the Financial Adviser’s future performance. Five Star Professional collected the information for this Award through surveys it conducted.