Mark Hart CEO & CCO

Financial Advisor
(970) 345-0369

Mark Hart has been in the financial industry as an investment advisor for over 15 years. He graduated from Colorado School of Mines in 2004 with a degree in Mechanical Engineering and holds several investment licenses. He lives in Akron, Colorado with his family where they enjoy life in a small, farming community.

Striving to promote financial peace for his clients through advanced estate and retirement planning, Mark has found that clients who are up-to-date and aware of their financial goals and their implementation are the most satisfied. Allowing his experience in the industry to inform his strategies and performance, keeping the clients' best interests first is at the heart of his business.

In his spare time, Mark enjoys spending time with his family, outdoor activities, and sports such as golf and skiing. This year he is hoping to complete some DIY projects around his home.

Julia Office Manager

(970) 345-0369

Julia Hart serves as Office Manager for Hart Financial. She manages the daily operations of the main advisor's office, coordinates meetings and appointments, and maintains confidential records and files. She serves as a public notary and wears many different hats to ensure clients' needs are met with the utmost care.

As the previous executive assistant, Julia brings a unique perspective to her role as an office manager, as she is familiar with the firm's values and goals. Her dedication and commitment to excellence make her an invaluable member of the team, and she is excited to continue supporting Hart Financial and the entire organization in achieving its objectives.

In her off time, Julia enjoys spending time with her family and working on DIY projects with her husband.
 

Anna Financial Executive Assistant

(970) 345-0369

Anna Hart serves as the Financial Executive Assistant for Hart Financial, where she helps keep the team organized, efficient, and focused on serving clients. With strong attention to detail and a professional personality, Anna ensures that day-to-day operations run smoothly and that clients receive the highest level of support.

Known for her precision, professionalism, and dedication, Anna plays a key role in maintaining the efficiency and client-centered culture that defines Hart Financial.

Outside of her professional responsibilities, Anna is an accomplished baker and enjoys spending time with her family. Her commitment to both her work and her home life reflects the values of care, integrity, and reliability that she brings to the firm every day.

Katie Administrative Assistant

(970) 345-0369

Katie Hanenburg serves as the Administrative Assistant at Hart Financial, where she provides essential support to both clients and the advisory team. She is instrumental in managing daily operations, maintaining organized records, and assisting with client service needs, all while ensuring the highest standards of professionalism.

Katie’s reliability, attention to detail, and commitment to excellence make her an integral part of the firm’s success.

Outside of the office, Katie enjoys camping and spending time outdoors. She values time with her husband and their two dogs, finding balance between her professional role and her love of family and nature.