Jack is a Financial Advisor with Colorado Wealth Group. Jack graduated with a bachelors degree from Colorado State in 2010. After spending the first few years of his career in the hospitality industry, Jack took his service-minded background and moved to the financial services industry. Jack strongly feels a personal conviction for the work that advisors do, as he feels inspired to get up every day and make a lasting and worthwhile impact for his clients. Jack works primarily with executives, business owners, and physicians.
Jack and his wife, Lauren, welcomed their first born son into the world in November, 2016. The McCaddon family takes full advantage of living in the Platte Park Neighborhood of Denver by frequenting the excellent restaurants. Both are Colorado natives and love being able to call this beautiful state their home. You'll find Jack on frequent trips to the mountains and on lots of golf courses.
RICP® - financial advisor
Michelle Tollar comes to Colorado Wealth Group with over 11 years in the financial services industry. Michelle’s focus is on facilitating dynamic financial plans that create emotionally connected results. She enjoys working with anyone that wants to take a proactive approach to wealth accumulation and retirement planning, and has expertise in pre-and post-divorce planning.
Michelle has a bachelor’s degree from Colorado State University and is a Colorado native. She holds the Retirement Income Certified Professional (RICP®) designation. Retirement income planning places the focus on transitioning from asset accumulation to creating a sustainable livelihood for clients in retirement.
Before making a career change to financial services in 2006, Michelle owned her own furniture and rug design company. Michelle traveled the world to source her designs and attend trade shows in New York, San Francisco, Los Angeles and Dallas. These experiences taught Michelle the art of persistency and running a business, hence why she loves working with entrepreneurs in her practice today.
Michelle and her 3 year old son, Anson, just moved to Northfield Stapleton. They are really looking forward to exploring all the parks, pools and new restaurants in the area.
Nick is a Financial Advisor with Colorado Wealth Group, with expertise in financial planning for mid-career professionals and executives. After receiving his bachelor's degree with distinction from the University of Colorado, Nick has worked in finance for 12 years in various roles including seven years in investment banking, private equity and wealth management. Prior to Colorado Wealth Group, Nick was a Director of Finance for DaVita, a Fortune 200 healthcare provider, where he spent five years in financial strategy. Nick's unique combination of technical expertise and passion for helping individuals and families achieve their financial goals, are what drive his client advocacy.
Nick, his wife, Anne and their two boys love experiencing everything Colorado has to offer. They can be found spending time in the Colorado outdoors hiking in the spring and summer and snowboarding in the winter. Additionally, Nick and Anne are avid concert goers and travelers.