6455 South Yosemite Street
Karen and Neill joined forces in 2013 and Strategic Wealth Partners was born
Our dedicated team approach to financial coaching is an effective methodology for clients with a variety of needs and situations. We are with our clients while navigating through their life events and the world of financial services. We know our tailor-made strategies, cultivated from several perspectives with diverse backgrounds, education, and experience has near and long-term benefits for our clients.
Everyone’s situation is unique which is why we work side by side with you to bring together all the pieces of your financial life. We take a proactive approach in helping develop a step-by-step plan to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We are very proud in knowing that we have helped hundreds of people pursue the type of financial future they dreamed about. We want the opportunity to sit down and speak with you about your world. There is no better day than today to plan for your financial well-being!
Karen Jessey, ChFC®, CLU®, RICP®, CExP™
“For over 30 years, I’ve been helping people feel better about their financial world. I’ve always viewed what I do as a good amount of listening combined with a bit of advice and guidance. I truly believe everyone should have the opportunity to be financially successful – to their own definition of success, not mine. Helping families achieve lifelong dreams, helping business owners figure out success while working and when retiring, and helping individuals sleep better at night because we’ve walked through problems and solutions, this is my passion. I’m in this for the long run."
Graduating with a degree in Sociology from St. Bonaventure, Karen continued her educational background by earning the ChFC® and CLU® from the American College early in her career.
Because life is not just about the accumulation phase, Karen added the RICP® (Retirement Income Certified Professional) and the CExP™ (Certified Exit Planner) to help clients plan how to utilize what they’ve built during their lifetime.
As an East Coast native, Karen understands what draws people to Colorado. She loves the outdoors and loves the mountains. However, the ocean calls her name every year and she must find a place to sink her toes into the water.
Through the years, Karen built a team consisting of top-notch individuals. Together, they create a unique process which helps clients delve into their financial worlds and identify their dreams and goals, as well as potential problems. They value long term relationships that evolve and change as life does.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #0D30689.
Neill Turner, CExP™
“Everything I’ve ever done in my life prepared me for this path. From waiting tables, to earning my engineering degree, from owning my own business, to discovering and teaching yoga – every experience, every trial, every triumph created an understanding and a perspective that I use today.
My entire professional life, I have striven to improve someone else’s life. I want to empower people to make better choices in their lives. Watching someone gain confidence in their decision making and their understandings of their financial world is the best. Knowing that I played a part in their process is humbling.”
Because of his own business owner experience, Neill earned his CExP™ (Certified Exit Planner) designation to help fill the need that many business owners have – that they’ve spent so much time building their business, they haven’t spent the time preparing the business (or themselves) for an inevitable transition.
Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian, CA insurance license #0H55255.
Melissa Chastain Harris
Director of Operations
“Learning, exploring different ideas and concepts, and helping others are driving forces in my life. Starting in the financial world as a young mother and now, 25+ years later, I realize that being part of team who changes lives through their process and their presence is a powerful motivator to get up every day. I joined Karen over 20 years ago not knowing how great this journey would be and never imagining that I would witness the difference financial planning can make in someone’s life. I am humbled and blessed to be a part of such a fantastic group of individuals who challenge me to be better in every way.”
Melissa’s experience in working with different advisors over the years has honed her communication skills and her understanding of the products and processes utilized every day. She holds a Colorado Life & Health license and is well versed in all things client. She oversees the operations of our offices while still attending to client needs and questions.
Melissa and her husband, John, are empty-nesters enjoying this sweet time in their lives. With a camper attached to the truck and two black dogs in tow, you can find them out seeing the beauty and history of our country.