Our History --- Serving people in Colorado for over 3 decades.
WEALTH STRONG Professionals in our Littleton location since 1994.
On October 14, 1994, Financial & Tax Strategies, Inc. (FTS, Inc.) opened it doors in Littleton, CO. The corporate goal was to provide insight and sophisticated strategic financial advice to individuals and businesses in the Denver Co Metro area.
Founded by Evonne Ryan and CPA partner Mike Hartmann, FTS grew from a small three room office on the second floor at the current Kipling and Bowles location to offices on the third floor at the same location.
Throughout the years, the work FTS started was expanded through the work of financial professionals who developed specialties in the financial services industry. In 2000, seeing the need to specifically serve people during times of transition in their lives, Evonne Ryan expanded the work, founding Life Transition Planners, Inc. with two additional partners. Both FTS and LTP grew -- expanding the number of professionals serving clients, expanding its scope and serving clients with decisions about the retirement transitions in their lives. In 2006, LTP and FTS become two very distinct entities. Evonne Ryan had expanded FTS's reach again including offering coaching services through FTS. With this expansion, tools and software were developed to help clients stand in financial reality through the use of coaching services and analytical programs developed to simplify the complicated financial process.
Wishing to expand the training and skill level of individuals wishing to serve clients in the capacity as a financial coach; in 2004 standards were designed and curriculum was developed to create a Certified Financial Coach program. A trademark for this specialized coach training was filed in 2004 and Evonne Ryan became the first Certified Financial Coach October 17, 2005. Evonne divided her time over the next couple years between the two firms - selling her interest in Life Transition Planners in 2006. In 2007, Evonne resigned her licenses to dedicate her full time to the development of tools and programs for the public and to expand training curriculum and create new processes to serve financial coaches .
Evonne saw the necessity for excellence in the training and certification of Certified Financial Coaches and with the assistance of coaching experts and internationally respected adjunct faculty, the training for the Certified Financial Coach was honed to become what is known today as THE GOLD STANDARD OF FINANCIAL COACHING.
The rigerous Certified Financial Coach training program is held over a 7 month session one time a year. WEALTH STRONG International was founded to run the training program for coaches and a subsidiary of the company, WEALTH STRONG DEVELOPMENT was created to develop software to fit the needs of coaches and the public.
In 2008, with the realization that there was an intense need for financial literacy programs and presentors who were skilled in helping individuals transform their relationship with money and wealth, Evonne Ryan, Vicki Manning and Kirsten Ortega founded FinLAB (Financial Literacy and Beyond) a program to help people at collleges, businesses and inside organizations to become confident with financial literacy and wealth building knowledge.
In 2009, with the realization that the need for financial professionals with the specilized training and knowledge was desparately needed; Evonne Ryan, decided to return to her Securities Principal status and work with federal employees and companies needing expert 401K programs. In October 2009, Evonne renewed her securities license to serve clients once more. Evonne is joined by Vicki Manning, CFP and a group of seasoned professionals to provide a new paradign in the financial services model. This new professional is a professional who joins the coaching skill which is benchmarked to meet ICF ((International Coach Federation) standards with the expertise of professionals who not only have 10 plus years each of professional financial experience but have committed to working from the position of serving the client first.
A history of service -- Erik Nebeker
Erik Nebeker has lived and worked in Colorado for over 3 decades, utilizing conservative financial planning strategies to create a “roadmap” to their client’s future financial success. His work now is dedicated to the ongoing training of the unique benefits programs and needs of Federal Government Employees.
Erik served 6 years in the United States Air Force. He has an MBA degree in business and finance. He founded his own Third Party Administrator organization in Colorado Springs and worked as its Chief Operating Officer for 11 years. He has been the Chief Financial Officer and Insurance Vice President for several Insurance Brokerages. In 2006 Erik joined Great American Senior Benefits, helping seniors with their retirement planning.
In 2008 he joined forces with Eric Bullock and Thomas Johnson in co-founding Altus Retirement Services, LLC in a suburb of Salt Lake City. He divides his time between offices in Colorado and Utah; enjoying work with his clients in both states.
IT ALL CONTINUES:
The team at WEALTH STRONG Partners continue to work and grow in their efforts to help educate and make a difference in the lives of their clients. Part of this is in the work they do as building tools and financial literacy programs. If you are interesting in learning more, click on the links below
www.wealthstrong.com
www.finlabhq.com
