Education:

Miami University of Ohio

• Bachelor of Science in Finance

Certifications:

• CERTIFIED FINANCIAL PLANNER™ Designation, CFP®
• Wealth Management Certified Professional, WMCP®
• Retirement Income Certified Professional, RICP
• Chartered Financial Consultant, ChFC ®
• FINRA Series 7, 6, 63, 66
• Life, Health, and Long-Term Care Insurance Licenses

Background & Expertise:

In 2001, Luke embarked on his journey with Northwestern Mutual as a college intern, transitioning to a full-time Advisor in 2002. Over the subsequent years, he assumed diverse leadership roles, actively engaging in education, collaboration, and mentorship with his peers. He eventually redirected his focus to his expanding financial planning practice. Luke has aways held firm in his belief of providing the highest level of service to those he partners with in their planning journey. With that in mind, he has diligently built a team of highly credentialed professionals dedicated to serving families within their practice, ensuring that level of service is held high. Luke and his team love to engage with clients who seek professional advice as they look to navigate their financial plan and understand the peace of mind it provides when done correctly.

Personal Information:

A Colorado native, Luke was raised in Glenwood Springs and enjoys frequent visits to his hometown. Glenwood Springs is where he met his high school sweetheart. Now they reside in Denver with their two daughters. Luke has an active spirit, finding joy in skiing, golfing, tennis, and the annual tradition of summer visits to Michigan at his family cottage.

Education:

University of Denver

• Bachelor of Science in Finance, Minor in Economics

Yale School of Management

• Wealth Management Theory & Practice

Certifications:

• Chartered Financial Analyst, CFA®
• CERTIFIED FINANCIAL PLANNER™ Designation, CFP®
• Wealth Management Certified Professional, WMCP®
• Retirement Income Certified Professional, RICP®
• Chartered Life Underwriter, CLU®
• FINRA Series 7, 63, and 65
• Life, Health, and Long-Term Care Insurance Licenses

Background & Expertise:

In 2009, Will joined Sturges Financial Group and earned position of Partner in 2023. He channels his creativity and critical thinking to offer peace of mind for both individuals and businesses. Will champions a holistic and integrated approach when formulating personalized financial plans, ensuring impactful results.

Personal Information:

Will was an active member of the Men’s DU Soccer team and recognized as one of the most sought-after high school recruits in Colorado. Will resides in Denver with his wife and their two children. He enthusiastically shares his love for soccer with his son and actively coaches the sport for his team. As a Colorado native, Will takes pleasure in hiking mountain trails, creating memories with family, and traveling to unique destinations.

Education:

Colorado State University

• Bachelor of Science in Finance

Certifications:

• CERTIFIED FINANCIAL PLANNER™ Designation, CFP®
• Wealth Management Certified Professional, WMCP ®
• FINRA Series 7 & 63
• Life, Health, and Long-Term Care Insurance Licenses

Background & Expertise:

In 2016, Mike joined Sturges Financial Group. He has held various positions within the company and currently serves as a lead Advisor. His patience, listening skills, and ability to educate resonates with his clientele.

Personal Information:

A Colorado native, Mike resides in Glendale with his wife and dog. Alongside his role as an Advisor, he enjoys coaching high school lacrosse, appreciating its blend of athleticism and social camaraderie. Mike is active within his church and values his religious community. He finds joy in embarking on weekend trips to the mountains and exploring diverse destination points.

Kristen began her professional journey in accounting specializing in both audit and tax. After the birth of her second child in 2016, she decided to transition from her accounting career to become a full-time mom. In 2020, Kristen began her career with Northwestern Mutual as a financial advisor and merged her practice with Sturges Financial Group in 2024.

Kristen's determination and personable nature guided her into the finance industry, where she could leverage her expertise in accounting, tax, and money management. She excels in forming strong bonds with her clients, providing them with peace of mind through sound financial planning.

A proud Colorado native, Kristen resides in Denver with her husband and their three children. The family dotes on their dog, Murphy, a King Charles Cavalier. Kristen is both people-oriented and family-centric, cherishing quality time with both sets of grandparents as well as their close-knit neighborhood family and loved ones. She finds joy in running with friends, spending time outdoors on the patio, and fully embracing the natural beauty of the state.

Education:

University of Wisconsin – Oshkosh

• Bachelor of Applied Studies – Leadership & Organizational Studies

Certifications:

• Certified Financial Planner (TM), CFP®
• Retirement Income Certified Professional, RICP®
• Chartered Financial Consultant, ChFC®
• Chartered Life Underwriter, CLU®
• Chartered Advisor in Philanthropy, CAP®
• FINRA Series 7 & 63
• Life and Health Insurance Licenses

Background & Expertise

Nate started at Northwestern Mutual in 2016 and moved to Sturges Financial Group in 2022. Nate possesses a distinct level of expertise in complex consulting and financial planning strategies. His knowledge spans investment account management, asset allocation, disability and life insurance, financial plan development, retirement planning, tax strategies, and risk management. Nate is a robust collaborator who leverages his knowledge in conjunction with his peers to ensure financial security for his clientele.

Personal Information

Nate, a Wisconsin native and dedicated Packer’s fan, resides in Milwaukee with his wife and their three children. Nate takes great pride in being a devoted father and husband. He enjoys supporting his children at every sporting event including basketball, volleyball, and soccer. Nate makes a concerted effort to never miss a game! He maintains an active lifestyle by engaging in activities such as playing basketball, running, and bike riding. Nate’s intrinsic motivation to learn, combined with his easy-going demeanor and quick sense of humor, is valued by all.

Education:

East Texas Baptist University

• Bachelor of Science in Business Administration, Minor in Management Information Systems

Certifications:

• Retirement Income Certified Professional, RICP ®
• FINRA Series 7 & 63
• Life & Health Insurance Licenses

Background & Expertise:

Juanse started at Northwestern Mutual in 2017 and transitioned to Sturges Financial Group in 2019. From a young age, he was captivated by the world of finance, drawn to its potential to create a significant impact on people’s lives. He enjoys leveraging his skills and knowledge to empower others, helping them attain a heightened level of independence that accompanies financial security. His operational and financial expertise, paired with his attention to detail, enables Juanse to provide our clients with the utmost quality of care.

Personal Information:

Juanse was born in Colombia and raised in Houston, Texas. During his time spent in Texas, he became an avid Houston sports fan! He maintains an active lifestyle through activities including hiking, soccer, basketball, walks with his dog Cali, and time spent with friends and family. The love and loyalty he holds for his family is unmatched. Juanse’s caring nature is appreciated by all.

Education:

Purdue University – Calumet

• Bachelor of Science in Finance

Certifications:

• FINRA Series 7, 9, 10, & 66
• Life, Health, and Long-Term Care Insurance Licenses

Background & Expertise:

In 2023, Mike joined Sturges Financial Group. He brings extensive expertise with over 20 years in the financial industry, specializing in portfolio allocation, equity and trading, income strategies, and retirement planning. Helping others achieve financial security through the exploration and implementation of sound strategies is a passion of Mike’s.

Personal Information:

Mike, originally from Indiana, relocated to Colorado in 1994 and now calls Highlands Ranch home. As a devoted golfer he finds a particular allure to Colorado, known as the sunny state for golf enthusiasts. He actively engages in the sport year-round and travels across the country to participate in golf tournaments. When not traveling or golfing, Mike values time spent with friends and family.

Education:

University of Central Florida

• Bachelor of Science in Finance

Credentials:

• Life, Health, and Long-Term Care Insurance

Background & Expertise:

Bitsy commenced her journey with Northwestern Mutual in 2012 and joined Sturges Financial Group in 2020. Throughout her career, she held various roles, fostering a breadth of knowledge in investment operations, insurance, and wealth management. Her knack for solving puzzles and pursuit of innovative solutions, earned her the endearing nickname of “Budget Queen”. She enjoys the intricacies of finance and finds it gratifying to help family, friends, and clientele gain new financial freedom.

Personal Information:

As a Colorado native, Bitsy lives in Arvada with her husband and daughter. While her childhood was spent in Central Florida, she is happy to be home. Bitsy is recognized for her optimistic and endearing spirit. When assistance or support is needed, she can always be relied on. She enjoys exploring new destinations, crafting unique experiences, and cherishing moments with loved ones.

Education:

University of Colorado Boulder, Leeds School of Business

• Bachelor of Science in Business Administration and Management
• Certificate in Technology, Arts, and Media

Background & Expertise:

Sophia joined Sturges Financial Group in 2023. She possesses professional expertise across various business domains, encompassing marketing, account management, sales, and organizational development. Sophia is an independent leader and team player. She enjoys leveraging her eye for detail, business acumen, and empathetic nature to identify inefficiencies, all with the overarching aim of enhancing the client experience.

Personal Information:

Proud to be a Colorado native, she boasts a family legacy spanning over 100 years in this beautiful state. In addition to hiking, skiing, yoga, and various other activities, Sophia harbors a zeal for trail running and a profound appreciation for the beauty found in nature. Sophia is recognized for her generosity and welcoming demeanor; she enjoys volunteering within the community and providing support to those in need. In her leisure hours, she cherishes quality time spent with friends and family, exploring local businesses, and traveling to unique cultural destinations.