STEVEN HARP

Founder & Managing Parter

CFP® • CHFC® • AIF® • CLU® • CLTC

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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...

 
 

JACOB RAY

Partner & Director of Financial Planning

AWMA® • AIF® • MBA

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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 McCADDON

Financial Advisor

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

Financial Advisor

RICP®

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Michelle and her team at Colorado Wealth Group design granularly detailed and custom financial plans for performance-based income (entrepreneurs, salespeople and executives) which will help you to identify areas where you can save more, allocate additional income, and set up automated systems to plan and manage your financial life now and well into the future.  

Michelle works with professionals who:

• Want to get a clear idea of their cash flow and budgeting, learn how to allocate cash flow (windfalls and shortfalls), learn how to diversify commission or stock option income, and how to implement tax strategies by creating customized holistic plans personalized to your type of compensation structure.

• Find it difficult to take the time to investigate options for large commission or stock option windfalls.

• Are looking to work with a planner that understands performance-related income

• Are struggling to balance a demanding schedule both personally and professionally and do not have time to plan their retirement or research options for the windfalls of money.

• Are struggling to wrap their heads around how all of their income options and other plans fit into the pieces of their financial puzzle.  Especially if you have cash flow shortfalls and windfalls.

• They want to mitigate the costs of staying where they are at, by delaying putting a plan together.

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, live in Northfield Stapleton.  They love exploring all the parks, pools and new restaurants in the area.

 
 

NICHOLAS WEISERT

Financial Advisor

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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 BECK

Financial Advisor

CFP®

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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.