STEVEN HARP

Founder / Managing Partner

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 of Financial Planning for Colorado Wealth Group. He is the nucleus of CWG's financial planning process and oversees our investment management operations. Jacob is known for his attention to detail and exceptional customer service. 

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

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Jack is a Financial Advisor with Colorado Wealth Group. Although Jack has a diverse client base, his focus is on young high income professionals and those in the medical field. 

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 son in November 2016 and their second in June 2019. 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

Business Development Consultant

RICP®

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Michelle has a great passion for connecting people and the synergies it creates.  In 2019, Michelle took on a new role with Colorado Wealth Group as a Business Development Consultant. Her primary role will be to focus on procuring strong client relationships and making qualified introductions to CWG Advisors. Michelle works with her personal contacts and centers of influence in Accounting, Estate Planning, Real Estate, Commercial Lending and Business Brokerage to further extend the CWG brand. 

Michelle is a Colorado native and holds a bachelor’s degree from Colorado State University.  Before making a career change to financial services in 2006, Michelle owned her own furniture and rug design company. This entrepreneurial experience taught Michelle the art of connecting people and the power of persistency. Michelle still maintains all of her professional licensing for investments and all lines of insurance and holds the Retirement Income Certified Professional™designation.

Michelle and her son, Anson, live in Northfield Stapleton and love exploring all of the parks, pools, and surrounding areas that this beautiful state has to offer.

 
 
 
 

STACY SMITH

Client Services Manager

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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, disability, and long-term care insurance and underwriting processes. If you've chosen to use CWG for insurance, it's Stacy's expert guidance that you'll follow!

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 Broncos country.

JAY PHILLIPS

Financial Analyst

Jay is Colorado Wealth Group’s Financial Analyst. In 2016, Jay earned his B.S.B.A in Finance from St. Louis University. While Jay was studying Finance, he also busy playing outfield for St. Louis University’s Division 1 baseball team.

When Jay is not at work, he enjoys hiking with his girlfriend, Samantha, and their Golden Retriever, Billie. Colorado may be home now, but Jay still cheers for the St. Louis Blues and Cardinals.