Peace of Mind through Personalized Financial Planning

Steven Harp is the Founder and CEO of Colorado Wealth Group. Steven’s vision for CWG is to make a positive and progressive impact on the community by serving as fiduciaries to our client’s goals. At CWG, we strive to provide peace of mind through personalized financial planning. Steven graduated with a bachelor’s degree from University of Missouri in 2004. Since then, Steven has built a robust advisory practice yet remains focused on continuing education and mentoring other team members at CWG. Steven is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®). Steven also holds his Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®), Accredited Investment Fiduciary (AIF®), and Certified in Long-Term Care (CLTC®). Steven and his wife, Andrea, moved to Colorado in 2005 from Missouri, specifically for the outdoor lifestyle and they never looked back. They enjoy hiking, snowboarding, and cycling (Steven is a big cycling nerd), but lately you’ll mostly find Steven chasing around his busy kids!

Jacob is a Partner, Director of Financial Planning, and CCO for Colorado Wealth Group. A Colorado native, Jacob is known by clients and friends as a standout professional with impeccable attention to detail and an unmatched ability to translate the complexities of the financial landscape. Jacob excels at helping clients model their unique financial plan including retirement, company stock option divestiture, cash flows, and education planning. Jacob brings over a decade of experience in the financial services industry along with a bachelor’s degree in Business Administration from the University of Northern Colorado and a Masters in Business Administration from Western Kentucky University. Jacob is committed to helping clients achieve their version of financial success by providing critical insight and a steady hand to managing their finances. Jacob holds his Accredited Wealth Management Advisor (AWMA®) and Accredited Investment Fiduciary (AIF®). Jacob, his wife, Leanne, and their children enjoy spending their free time with family and friends trying new restaurants and breweries, or spending time outdoors in the beautiful Colorado weather.

Bruce Larsen has been in the financial services industry for over 30 years. In 2020, Bruce brought his practice to Colorado Wealth Group in an effort to expand his ability to collaborate, mentor, and continue his passion for helping his clients create financial security. Bruce is a 1988 graduate of the University of Wyoming with a BS in Accounting. After a 9-year career in accounting, he moved to personal financial planning with an emphasis on retirement and tax planning. Bruce’s practice has evolved to a multi-generational approach, working up and down a client’s family tree. Bruce has even written a book on taxes! Bruce is a Certified Estate Planner™ (CEP®), a designation with a focus on estate planning essentials such as living trusts, estate taxes, disability or special needs planning, and more. Bruce is also a National Social Security Advisor™ (NSSA®), and an Enrolled Agent (EA). Bruce grew up on a cattle ranch in Wyoming. He and his wife, Cindy, have made Colorado their home since 2008. Bruce and Cindy have two grown children; they enjoy hiking with their crazy German Shepherd and cheering on the Rockies!

Matt is a CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®) and Investment Advisor Representative for Colorado Wealth Group. He has more than 15 years of industry experience. Matt’s passion is enabling personal growth in others through coaching and education. His expertise is his relatable and easy approach to multi-generational financial planning for professional families, working up and down the family tree. Outside of work, Matt is always on the go with his two children and adventure activities. He is an avid hockey nut (Go Avs!) and lives an active and healthy lifestyle. Matt obtained his B.S.B.A. in 2007 from the University of Pittsburgh with a double-major in Finance and Marketing and double-minor in Economics and International Business. He also obtained a Certification in Financial Planning from Northwestern University in 2014. Additionally, Matt holds the Series 66 and Series 7 licenses as well as Life, Health, and Disability Insurance license in the state of Colorado. Colorado Wealth Group is excited to have him!

Emily is the Director of Operations for the firm. It is her goal to aid CWG in providing a top-notch customer experience for all clients, not only when they are in the office, but once they have made the decision (which is the right decision) to become forever clients. It is her job to make sure that all aspects of Colorado Wealth Group run smoothly. Emily graduated from the University of Colorado at Boulder with an English and Psychology degree. After years as a high school English teacher, Emily made the switch to work with CWG and explore the new opportunities this company can provide her. She is very excited to have already grown in her role at Colorado Wealth Group and increased her knowledge of the financial world. In her free time, Emily enjoys spending time with her husband, two children, and two dogs. They enjoy all things outdoors, especially visiting the mountains or taking a bike ride to a local brewery. More often than not, her free time consists of already being her daughter's chauffeur and biggest fan at dance and gymnastics events.

Carter is Colorado Wealth Group's Director of Financial Planning. In 2020, Carter earned his B.S.B.A in Finance and B.A in Economics from the University of Kentucky. Carter holds his FINRA Series 63 license in addition to being Life, Health, and Casualty Insurance licensed. In his short time with CWG, Carter has become an Enrolled Agent (EA) and a Notary Public. Most importantly, Carter has worked, studied, and focused very hard to earn the title of CFP®. As the Financial Planning Manager for Colorado Wealth Group, he assists in the building of comprehensive Financial Plans by helping clients model their unique situation including retirement, company stock option divestiture, cash flows, education planning, and more. Carter and his wife, Lacee, got married in the summer of 2021. They enjoy traveling, spending time outdoors, going to the gym, and spending time with family and friends. Their family has recently grown to include a son, Reed. Carter looks forward to helping current and future clients with their financial futures.

Matthew is the Operations Coordinator and newest addition to the firm. Matthew graduated with his BA in Finance with a certificate in Business Law from the University of Cincinnati. He brings with him experience in the financial services industry and holds his FINRA Series 66. He is thrilled to have joined the CWG team where he can continue learning and getting to know the clients. Soon, he will begin studying for this Life and Health Insurance license proceeded by the Certified Financial Planner (CFP®) designation. Outside of work, Matthew moved to Colorado in late 2022 from Cincinnati, Ohio. He spends his time skiing in the winter, and in the spring/summer he enjoys hiking, camping and golfing, but once fall comes around it is all about his Cleveland Browns.

Ian is a Certified Public Accountant (CPA) and the Head of Tax and Accounting at Colorado Wealth Group. He brings over six years of experience in both tax planning and consulting, with a strong background in tax preparation, regulatory compliance, and financial process improvement. His career has included working with a wide range of clients—from individuals and families to banks and financial advisory firms—helping them streamline operations and make smart, forward-looking financial decisions. At Colorado Wealth Group, Ian is passionate about delivering proactive, year-round tax strategies that align with each client’s broader financial goals. He enjoys researching complex tax topics and turning them into clear, actionable solutions that provide long-term value. He earned his degree from the University of Colorado’s Leeds School of Business in 2019 (Sko Buffs!), graduating with a double major in Accounting and Finance. Outside of work, Ian prioritizes quality time with his wife and their daughter, whether it’s enjoying weekend getaways in the mountains, spending time outdoors together, or just slowing down for a family dinner at home. He also enjoys the quiet of the outdoors—particularly hunting in the fall, fishing in the summer, and golfing whenever the opportunity arises.

Major is in training to be Colorado Wealth Group's new Chief Morale Officer; he has large shoes (or paws) to fill, but he is trying really hard. His buddy, Reese, is in training as well. They both have some skills to work on, but they are sure ready to come greet every CWG Client. Soon, our office will be full of wagging tales and plenty of dog hair. Estimated start date: TBD