The Solution Network
Successful people understand that in a complex world you must surround yourself with experts in various fields. This team of strategic partners includes CPA’s, Estate Planning Attorneys, Mortgage Advisors, Investment Managers, Insurance Experts, Estate Services, Pension Consultants, and an Automobile Professional. Please contact our office for a referral to any of our trusted and “hand picked” independent advisors in The Solution Network.
You are under no obligation to use the services of any of the entities shown, and may choose any qualified professional to provide any of the services described below. These entities and their services are not affiliated with LPL Financial or The Wealth Strategies Group.
Certified Public Accountants
G. Lee Runnion, CPA
Certified Public Accountant
G. Lee Runnion, CPA, is a graduate of Metropolitan State College. Lee brings a quarter of a century of professional accounting services to The Solution Network. 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.
Independent Insurance Agents
About Brett Schneider – Brett is the owner of Premiere Diversified Insurance and a native of Colorado growing up in the suburb of Lakewood. He attended College at UNC and then finished his degree at Metropolitan State. After spending 20-years working for several Fortune 500 companies, Brett launched Premiere Diversified in 2011.
When not running his business, Brett enjoys spending time at Bandimere Speedway, going to car shows and hiking in the mountains. Brett is also involved with the Colorado Epilepsy Foundation donating his time and assisting with fund raising activities.
About Premiere Diversified Insurance – Premiere is an Independent Insurance Agency owned by Brett Schneider. Being independent allows me to shop rates, coverages and pricing from several companies. The benefit to you, is numerous choices from top rated companies at a fair price. We offer insurance offerings for all personal lines, as well as coverage for businesses.
We are a member of SIAA, the largest national alliance of independent insurance agencies. Our affiliation with SIAA ensures we aren't tied to one insurance companies offerings or pricing. All companies we offer carry an A rating or better from AM Best.
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.
Real Estate Professional
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 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.
On a personal note, Shane grew up in Lakewood, CO graduating from Lakewood High School. He then continued his education at Colorado Christian University where he graduated with his Bachelor of Science in business and marketing. He has lived in Littleton, CO since 1994 where he is very active in his church, his daughters’ activities, and many other community service tasks. Shane has been married to his high school sweetheart, Michelle, since 1994 and has 3 daughters. As a family, they love any type of outdoor sports or activities as well as hanging with friends and family. They also love to serve others as a way of giving back for all that they have received themselves. One of Shane’s greatest passions is helping couples create a legacy for their families by assisting them in finding a place to call home.
Tony Grandt brings over 12 years 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.
Brook Peterson, General Sales Manager, Groove Ford
Jose Boccia, General Sales Manager, Groove Toyota
The Wealth Strategies Group seeks to provide the highest level of service and advice when helping their clients pursue their financial goals and objectives.
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.