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We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.


Michael G. Gundzik, PH.D. ,CLU, CHFC


(303) 298-7888

(303) 297-3638

Michael G. Gundzik founded Gundzik & Associates, Inc. in 1973. He assists the people and organizations he works with to create significant personal wealth, and focuses on asset protection and tax reduction strategies. He is an advocate...
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Rex S. Thatcher CFP®, AAMS®

Equity Business Administrator and Senior Investment Specialist

(303) 298-7888

(303) 297-3638

Rex joined Wealth Strategies Group in November of 2004 after nearly a decade owning and operating his own investment advisory firm. His primary role, as manager of our growing investment business segment, is supervising and training...
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Philip DeVargas

Financial Specialist

(303) 298-7888

(303) 297-3638

Phil DeVargas started in the Financial Services industry in 2003 after several years in the Engineering and Information Technology field. Since then, Phil has developed a large list of business and individual clientele in which he...
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Rebecca Jo Crowley

Executive Assistant to Mr. DeVargas and Dr. Gundzik

Rebecca Jo Crowley started with Gundzik & Associates, LLC in June of 2016. She is the executive assistant to Dr. Michael G. Gundzik, Michael J. Gundzik, Phil DeVargas and Rex Thatcher. Prior to working for Gundzik & Associates, Rebecca...
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