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 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 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 the team at Colorado Wealth Group design detailed custom financial plans for performance-based earners (entrepreneurs, salespeople and executives). She strives to help you to identify areas where you can save more, allocate additional income, and set up automated systems to plan and build your ultimate "financial lifestyle."

Michelle works with professionals who:

• Want to get a clear idea of their cash flow and better budgeting (ebbs and flows), and ways to diversify commission or stock option income.

• Need help with tax strategies or customizing holistic plans personalized to your type of compensation structure.

• Are looking to work with a planner that understands performance-related income. You may be struggling to balance a demanding schedule both personally and professionally and do not have time to plan or research options to secure your future.

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.

 
 

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.

JUSTIN VLAANDEREN

Financial Planning Associate

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Justin joined the Colorado Wealth Group team as the Financial Planning Associate in 2017. Steven Harp calls him the "Swiss Army Knife" of the firm because he engages in a wide range of efforts such as investment & securities analysis, building financial plans, portfolio analysis and construction, market & economic trends/ analysis, firm marketing, & social media. 

He attended Colorado State University, where he received his BBA in finance and management. During his tenure he played for the D1 CSU Men's Ice Hockey team as a goaltender.

In his spare time he loves playing hockey, golf, oil painting/graphic design, and spending time with his pooch, Remi, and his girlfriend, Megan. Moreover, he also has his own financial planning blog called Modern Finance where he makes informative infographics displaying financial concepts.