Founder & Managing Parter
CFP® • CHFC® • AIF® • CLU® • CLTC
Steven Harp is the Founder and Managing Partner of Colorado Wealth Group. Steven’s vision for CWG is to deliver nothing but exceptional value and expertise to all clients, building on a reputation of being one of the best, and most comprehensive financial planning firms in the industry.
Steven graduated with a bachelor’s degree from University of Missouri in 2004. Since then Steven has built a dynamic, well-balanced fiduciary practice, yet remains focused on continuing education and mentoring advisors at CWG.
He is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), the most prestigious financial planning designation. Steven also holds his Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Accredited Investment Fiduciary (AIF®), and Certified in Long-Term Care (CLTC) designations.
Steven his and wife, Andrea, moved to Colorado in 2005 from Missouri, specifically for the outdoor lifestyle. They enjoy hiking, running, cycling (mountain and road), and snowboarding, but lately you’ll find them eating out at one of Denver’s farm-to-table restaurants with their son. Steven is currently attempting to learn golf, so if you need a good laugh...
Partner & Director of Financial Planning
AWMA® • AIF® • MBA
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 Master 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!
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 or the golf course.
Michelle Tollar joined Colorado Wealth Group in 2017 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 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 for 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 a total of seven years in investment banking, private equity, and wealth management.
Just prior to joining Colorado Wealth Group in 2017, 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 boys love experiencing everything Colorado has to offer. They can be found spending time in the outdoors hiking in the spring and summer, and snowboarding in the winter. Additionally, Nick and Anne are avid concert goers and travelers.
Jessica joined Colorado Wealth Group in 2018 after a decade of experience at investment firms, credit unions and banks where she assisted clients with their investments and financial plans. She is passionate about preparing her clients for success no matter where they are in their financial journey.
Jessica graduated cum laude with a bachelor’s degree from the University of Colorado where she majored in International Business and minored in Economics. She is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®), the most prestigious financial planning designation.
A Colorado native, Jessica loves hiking, camping and snowboarding. She is an avid traveler and loves to hear about her client’s trips and family vacations. She also sits on the board of Rocky Mountain MicroFinance Institute, a local non-profit that works to create economic and social mobility through entrepreneurship.