STEVEN W. HARP
CFP® • CHFC® • AIF® • CLU® • CLTC
FOUNDER & MANAGING PARTNER
Steven Harp is the Managing Partner and Co-Founder 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 out there.
Steven graduated with a bachelor’s degreefrom University of Missouri in 2004. Since then Steven has built a dynamic, well-balanced practice but remained focused on continuing education.
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).
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, Archer. Steven is currently attempting to learn golf, so if you need a good laugh...
CHRISTOPHER J. BARKER
CFP® • MBA
PARTNER & C0-FOUNDER
Chris teamed up with Steven to form Colorado Wealth Group in with a desire to make a bigger impact on his clients. Chris is a financial advisor who believes in a pragmatic, disciplined approach to saving and investing. His down-to-earth attitude makes him approachable, yet his pedigree and expertise make him invaluable to his clients.
Chris graduated with a bachelor’s degreefrom University of Minnesota – Duluth in 2007, and achieved his Masters in BusinessAdministration at University of Colorado at Boulder in 2014. Chris is a CERTIFIED FINANCIAL PLANNER practitioner™ (CFP®), the most prestigious financial planning designation.
Chris his wife Rikki have been residents of the Denver Highlands neighborhood since 2010 and enjoy spending time in their community with their daughter Josephine. His passion for the community was instrumental in the decision to make the Highlands the home and birthplace of Colorado Wealth Group. At leisure, Chris enjoys golf, camping, fly fishing and hiking in Colorado and beyond.
AWMA® • AIF® • MBA
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 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 and on lots of golf courses.
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 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 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 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.
More info about our new advisor soon!