G. Lee Runnion, CPA

G. Lee Runnion, CPA, is a graduate of Metropolitan State College. Lee has a quarter of a century of professional accounting services. In addition to her Bachelor of Science degree in Accounting, she did post graduate work in Finance at The University of Colorado / Denver. Lee became certified as a Public Accountant in 1983. She works with small businesses and individuals in the areas of accounting, tax planning and compliance. 

Insurance Agent 

Jason Maples, CLU, ChFC, CFP

Jason Maples began his career in 1992 based on his desire to help executives and entrepreneurs experience financial freedom. His analytical and creative approach to the executive benefits market place is recognized and respected throughout the region.

Jason majored in economics at Grinnell College and continued his studies with the American College, completing his Chartered Life Underwriter (CLU) designation and his Chartered Financial Consultant (ChFC) designation. He is also a Certified Financial Planner (CFP) through the College of Financial Planning.

Jason and his wife, Jodi, have two children. They enjoy traveling, skiing, golf and being spectators at all of their kids’ events.

Lindy Barnard

As a licensed Insurance Broker and Agent since 2012, Lindy takes a consultative, client-first approach prioritizing transparency, proper coverage, and cost-efficiency. Lindy works to ensure customers are adequately insured and positioned to benefit from competitive rates and long-term value in an ever-changing Colorado insurance industry. Lindy specializes in helping individuals, families, and businesses make informed, strategic decisions to protect their assets and financial future. Whether you’re reviewing existing policies or exploring new coverage, she is here to guide you with honest advice and competitive options that serve your best interests.

Lindy is a Colorado native and graduate of University of Colorado, Denver with a degree in Communications. She deeply values relationships whether with family, customers, and colleagues. Lindy and her husband, Matt, live in Parker with their three boys and two puppies.

Contact Lindy: Lindy@pdicolorado.com, 720-648-8200

Real Estate Professional

Shane Severson

When Shane Severson, owner of Legacy Realty, began his real estate endeavor in the summer of 1999, it was with an aspiration to bring his friends and family a different, improved experience when selling or purchasing a property. As Shane met and exceeded his vision, he began to see the need for a local real estate brokerage built on the same foundation. In 2004, Shane started his own real-estate company, which later became known as Legacy Realty. To this day, he is a pioneer in the real estate industry with a grassroots approach to building a team of experienced professionals who hold themselves to a higher standard of productivity and integrity. Shane is proud to continue building a team of brokers who help one another and want to see the success of their peers as a whole just as much as their own.

Tony Grandt

Tony Grandt brings over 12 years of origination and 14 years of experience in the mortgage industry. Tony specializes in self-employed individuals, as his accounting minor allows him the experience to piece together the challenges that today’s self-employed borrowers face when trying to obtain financing.

Tony’s analytical mind and can-do attitude as well as his vast industry knowledge allows him to provide excellent customer service to his clients.

Jose Boccia, General Sales Manager, Groove Toyota

At Groove Ford and Toyota, we have built our long-standing business on the same fundamentals when it comes to helping people with their transportation needs. That is why we are both excited and honored to be a part of the selective group of professional services The Wealth Strategies Group has put together to help their clients when it comes to a number of life's needs.

Whether you're in need of a dependable, safe automobile for every day use or a specialty vehicle to enjoy the outdoors or family vacation, Groove Toyota has committed to provide a solution to each individual need of each client of The Wealth Strategies Group that has come to us over the past years.

If you find yourself needing to add or replace a vehicle, please contact your advisor at The Wealth Strategies Group and he or she would be happy to get you in contact with one of our designated team members to help out.

We look forward to helping you with your next automobile purchase and earning your trust for a lasting relationship going forward.