STEVEN W. HARP
CFP® - CHFC® - AIF® - CLU® - CLTC
MANAGING PARTNER & CO-FOUNDER
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 degree from 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
MBA - CFP®
Partner & co-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 degree from University of Minnesota – Duluth in 2007, and achieved his Masters in Business Administration 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.
MBA - AIF® - AWMA®
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!