Welcome to your future.

A universe of financial opportunities.
One star to guide the way.


Guiding the way to what’s possible.

Vast capabilities

The Stellarix Group provides holistic planning for even the most complex financial circumstances. No matter where you are in your journey, we can help get you where you’re going.

Deep expertise

Our highly credentialed fiduciaries bring over a century of experience to the table. There is no outcome we cannot attain together.

Future focused

We are deeply attuned to how our clients’ needs are evolving from generation to generation. We bring a tech-forward approach to our process and light the path for every step in their planning.

01

Fee-Based Financial Planning

Our collaborative approach to financial planning brings a qualified team of fiduciaries to provide clear and suitable advice to our clients.

02

Legacy Planning and Charitable Giving

From establishing charitable trusts and donor-advised funds to life insurance policies, our solutions are designed to maximize your impact while minimizing costs and taxes.

03

Investment Management

With over a century of experience navigating both rising markets and turbulent economies, we employ a disciplined, data-driven approach to protect and grow your capital.

04

Risk Management and Insurance Planning

Live life with certainty. We uncover potential gaps and disruptions to financial plans by assessing risks such as premature death, illness, or outliving your savings.

05

Estate Planning Strategies

Whether it’s working with our Advanced Planning Team, the MassMutual Trust Company, or partner law firms, we deliver unparalleled estate planning and asset protection services.

06

Business Planning

Our business planning services allow entrepreneurs and executives to navigate the complexities of building and sustaining successful enterprises.


Why Choose Us

On your financial journey, you set your destination — our star points the way.

We work with
your past.

Each step of the journey matters. Our thorough discovery process explores the path you’ve taken thus far to uncover your goals and intentions.

We meet you in
your present.

Once we understand your history, we discuss manageable, holistic strategy options that fit your lifestyle while you remain in the pilot’s seat.

We chart the course
for your future.

Our team guides you to the future and legacy you want, creating direction and impact along the way.


Our mission is your
financial well-being.

Drawing on the deep expertise of our advisors, The Stellarix Group designs holistic financial plans that empower our clients to build a bright future.


Leadership

Meet the stars in our constellation of expert advisors.

Pachelo Forehand V2Crop | Stellarix

Kelly Pachelo-Forehand

Financial Advisor

Logankillpack V2Crop | Stellarix

Logan Killpack

Financial Advisor

Mollie V2Crop 1 | Stellarix

Mollie Lehman, MBA

Financial Advisor

Bryan V2Crop 1 | Stellarix

Bryan Anderson, CFA

Financial Advisor

Oleg Metsaev V2Crop 1 | Stellarix

Oleg Metsaev

Financial Advisor

Haleygray V2Crop | Stellarix

Haley Gray, AIF

Financial Advisor

Tom V2Crop 1 | Stellarix

Tom Mueller, ChFC

Financial Advisor

Hansseitz | Stellarix

Hans Seitz

Financial Advisor

Laura V2Crop | Stellarix

Laura Olmedo

Financial Advisor

Frank Lowery V2Crop | Stellarix

Frank Lowery

Financial Advisor

Rachelmcqueeney | Stellarix

Rachel McQueeney

Financial Services Professional

Andre Headshot | Stellarix

Andre Duplessis

Financial Advisor

Martha V2Crop | Stellarix

Martha Lewis

Financial Services Professional

Melissa V2Crop 1 | Stellarix

Melissa Lang, CLU, ChSNC, CLTC

Financial Advisor

Lutz B V2Crop | Stellarix

Bruce Lutz, LUTCF

Financial Advisor

Executive Leadership

Tyler V2Crop | Stellarix

Tyler Rainey

Head of Brokerage

Swenson M V2Crop | Stellarix

Mary Swenson, MBA

Head of Advisor Services

Zitkus M V2Crop | Stellarix

Mark Zitkus

Agency Supervisory Officer
Registered Principal

Fox C V2Crop | Stellarix

Charlie Fox

Managing Director
Investments

Amer V2Crop | Stellarix

Amer Tipura, MBA, CFP®

Market Director
Registered Principal

Get in touch with us

Are you ready to launch your future?
We’re here to guide the way.


Join Our Team

The Stellarix Group is always seeking fellow innovators to join our growing team. You’ll shine bright with us if you are:

Impact-driven

Your clients build their wealth so they can make an impact on the people and ideas they care about. That impact is your measure of success.

Entrepreneurial

You are intentional about building your business and taking advantage of the limitless access to training, technology, and mentorship The Stellarix Group provides.

Collaborative

You are a star. Your team is exceptional. You want to join The Stellarix Group to be part of something bigger. You are eager to work with a diverse set of credentialed colleagues.

Committed to Integrity

You have a proven track record of building trust, following through on commitments, and developing long-term relationships. You only care about your clients’ best interest.

Where We Are
Located

Rooted in the Rocky Mountains.
Proudly serving all 50 states.