Stacy Smith

Client Services Manager

Stacy is a Client Services Manager at Colorado Wealth Group. She joined the CWG team in 2017 with 5+ years of experience in the financial services industry with a Fortune 500 insurance company. Stacy brings a wealth of knowledge in life and disability insurance and underwriting processes.

Stacy’s enthusiasm and emphasis to serve others is the driving factor in how she supports both our clients and advisors at Colorado Wealth Group. Stacy’s passion for this industry is evident as she works collaboratively to help clients achieve their goals.

When Stacy’s not hard at work, she enjoys spending time with her husband DJ and her two sons, Jackson and Brady, hiking outdoors and playing football. Originally from Wisconsin, she’s a die hard Packer’s fan in Bronco’s country.

Mitchell Rand

Financial Services Associate

Mitchell joined the Colorado Wealth Group team as a Financial Services Associate in 2017. He engages in a range of day-to-day activities, from marketing efforts to data analysis and more. He attends school full-time at the University of Denver, where he is currently pursuing his bachelor’s degree in Finance and Entrepreneurship. 

Mitch is New England native, making him a die-hard Patriots fan (please don't hold this against him!). He is also currently an active participant on the DU investment club, and enjoys spending his time enjoying all that the Colorado outdoors has to offer.

 

 

 

- Regional Support Team -

 

Howard Schuster, MBA
Investment Consultant

 

Joy Varga
Contracting & Licensing

 

Gloria Eddy
Marketing Consultant

 

Mark Zitkus
Compliance & Fiduciary Support

 

Charla Beucke
Insurance Processing

 

Rachel Comfort, CFP®
Financial Planning Consultant

Joe Embree
Technology Consultant

 

Gary Gibson
Financial Planning Assistant