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About
Traction

Each member of the Traction team will tell you that we are all in this business for the same reason: YOU. We thrive on getting to know each of our clients, personally. We love learning about what your dreams are and helping you achieve them. When you become a client of Traction Financial Partners, you become a member of our family. We want you to feel at home when you walk into our office.

oUR Mission

Provide innovative and practical financial guidance for our valued clients

oUR Team

Click on an image to learn more about our team

EvanBarnes

Founder & Chief Investment Officer

BobHeykoop, ChFC®

President & CEO

DrewBarnes, CFP®

Director of Financial Planning

ShaneWolfe

Wealth Advisor

KatyKappius

Chief Operating Officer

AndrewRhoads

Wealth Advisor

RandyAnderson, CFP®

Wealth Advisor

cHRISTIEHENSLEY

Client Services Associate

haleeHudson

Executive Administrative Assistant

What Matters

Your well-being doesn’t begin or end with your finances. We understand that it is about so much more than money.

Our experienced financial professionals know the path to fulfillment begins with getting to know who you are, what matters to you and how you’ve made decisions so far. From there, we guide you toward a personalized strategy that will help you make prudent choices, enabling you to live your life with confidence. Only then do we offer advice on the specific investments that are best fit for your plan – and your life.

More than Money

Life is about more than money. In fact, we believe that your money is more than money — because it’s wrapped up in our hopes and fears and dreams. That’s why we offer a humanistic and holistic approach to financial advice that takes into account the whole you.

With honesty and optimism, we create a plan that resonates with your values. Because, at TractionFP, a good financial plan starts by knowing who you are.

We’re on a mission to help people build fulfilling futures.

What will it Cost?

We are passionate about being completely transparent in everything we do for our clients. And that includes our cost structure. Check out  the table below to see our management fees.

Asset Management Fee Schedule:

*This is not a tiered fee schedule. The portfolio is assessed the flat percentage based on the breakpoint the portfolio amount falls in.
Our investment minimum is $300,000.

Financial Planning Fee Schedule:

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Contact Us

Address: 168 County Road 648
Encampment WY 82325

Phone: (307) 672-9738

Email: info@tractionfp.com


Address: 2679 W. Main Street
Suite 300-360
Littleton CO 80120

Phone: (720) 307-6440

 

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Privacy Policy | Disclosures

Traction Financial Partners, LLC is a registered investment advisor registered with the SEC. Traction Financial Partners, LLC and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Traction Financial Partners, LLC maintains clients. Traction Financial Partners, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Traction Financial Partners, LLC’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Traction Financial Partners, LLC’s web site on the Internet should not be construed by any consumer and/or prospective client as Traction Financial Partners, LLC solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Traction Financial Partners, LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Traction Financial Partners, LLC please contact the SEC or the state securities regulators for those states in which Traction Financial Partners, LLC maintains a filing. A copy of Traction Financial Partners, LLC’s current written disclosure statement discussing Traction Financial Partners, LLC’s business operations, service, and fees is available from Traction Financial Partners, LLC upon written request. Traction Financial Partners, LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Traction Financial Partners, LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

 To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Traction Financial Partners, LLC’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Traction Financial Partners, LLC, or from any other investment professional.

PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of these web-sites provided here, you are leaving this site. Traction Financial Partners, LLC makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site. When you access one of these sites, you are leaving Traction Financial Partners, LLC’s website and assume total responsibility and risk for your use of the sites you are linking to.

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Traction Financial Partners, a registered investment advisor and separate entity from LPL Financial. 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

Evan Barnes

 

 

Founder and Chief Investment Officer

 


Originally from Arvada, CO, Evan now lives with his wife Lynsey, and their daughter’s Jordyn, Adelyn and Everly in Highlands Ranch, CO. In his spare time, Evan loves to spend time with family and friends. He also likes to play golf, coach his girls’ sports, and he enjoys traveling with his family.

 

Evan graduated from Colorado State University in 2006 with a degree in finance and real estate. He started his career in the financial services industry and wealth management in 2007. Why financial services and wealth management? Evan believes there is nothing more rewarding than seeing clients achieve financial success. Evan has over 15 years of experience in investment analysis, portfolio construction and management, and serves as the Chair of Traction’s Investment Committee.

For over a decade Evan has helped individuals, families and business owners make good financial decisions. Everyone’s situation is unique, which is why he prides himself on understanding each client’s distinct goals, dreams, and objectives. He also understands that life events happen, and plans change. Therefore, creating and regularly monitoring a dynamic comprehensive financial plan is crucial to accomplishing one’s financial goals. 

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Bob Heykoop

President & CEO

Bob Heykoop grew up in Wheaton, IL, before moving to Wyoming in 1984 to attend  college. Before launching his financial planning career, Bob owned and operated 6  ServiceMaster franchises for 12 years in the Denver metro area. Bob and his wife  Virginia split their time between their homes in Wyoming and Colorado. Together, they  enjoy spending time with their family & friends and enjoying several outdoor activities,  particularly camping, fishing and trail riding.   Bob graduated with a B.S. from the University of Phoenix in Business Management and  also obtained a certificate in retirement planning with the title of “Retirement Planning  Specialist” from the Wharton School at the University of Pennsylvania. Bob earned the much sought after Chartered Financial Consultant designation in 2005 after completing  3 years of coursework. He began his career in 2002 with AXA Advisors providing  comprehensive financial consulting services to businesses, non-profits, individuals, and  families.   Over the years, the team at Traction Financial Partners has grown to create a world class planning and asset management firm. Each partner brings a unique experience,  training, and education to the organization. Bob’s expertise is working with the team to  source the ideal clients for the firm and fostering those relationships while working  alongside them to help cast a vision for their preferred financial future.
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Drew Barnes, CFP®

 

Director of Financial Planning


Drew is a Colorado native, currently living in Castle Rock, CO with his lovely wife, Laura.  He met Laura as a sophomore in college and they have been together ever since.  He loves

 

living an active and healthy lifestyle and spending time with loved ones.  Drew’s favorite activity is challenging himself on the golf course.

Drew graduated from the University of Colorado, Boulder with a Bachelor of Arts in Economics.  After developing a passion for financial planning early on in his career he obtained his CERTIFIED FINANCIAL PLANNER™ certification.  Drew’s areas of expertise include high-net-worth financial planning, investment management, and tax planning strategies.

With a decade of experience, Drew has served hundreds of individuals, families, business owners, and non-profits.  While he believes all financial planning should be comprehensive, Drew has a strong focus in tax planning.  He strives to develop a deep understanding of each client’s values and goals and prides himself in being a trusted partner through all of life’s major events and milestones.  As Head of Financial Planning, Drew thrives on discovering opportunities to solve every client’s unique needs and financial goals.

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Shane WOlfe

Wealth Advisor

 

When he’s not helping clients take control of their lives through financial management, you can find Shane on the golf course, riding bikes with his sons, fly fishing the Colorado River, skiing with his wife, enjoying a glass of rare bourbon, or hosting neighborhood and friends firepit nights.  As a native from Morrison, Colorado you can find him enjoying concerts at Red Rocks, 100-mile bike rides, or volunteering as a Board Member serving individuals with special needs with All-Stars Club.  Shane graduated for Colorado State University with a Bachelors of Arts in Communication Studies in 2010. He joined the industry in March, 2014.

Life is more than money. In fact, money is more than money — because it’s wrapped up in our hopes, fears, and dreams. That’s why Shane offers a comprehensive approach to financial advice that encompasses the whole you. He is on a mission to help people define and build fulfilling futures.  Money can bring overwhelming happiness and peace or immense amount of stress and uncertainty. He understands the importance of proactively and thoughtfully preparing a plan for the inevitable “what if’s” that life can bring. It is his belief that he can significantly impact every life he touches. Planning by design -rather than planning by default we can change the course of our clients’ lives.

Disclosures:

Shane Wolfe is a registered representative for LPL Financial (LPL) and an Investment Advisor Representative (IAR) for Traction Financial Partners, LLC. Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Traction Financial Partners, LLC’s, a Registered Investment Advisor.  Traction Financial Partners, LLC is a separate legal entity from LPL.

California Insurance License #: 0M26589

http://brokercheck.finra.org

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Traction Financial Partners, a registered investment advisor and separate entity from LPL Financial. 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Email Shane

Katy Kappius

 

 

Chief Operating Officer

 

Katy is a Colorado native who grew up on the front range enjoying skiing in the winter and spending time on the tennis courts in the summer. Now with a 6 year old daughter, she spends her weekends bouncing around from gymnastics and dance to endless birthday parties but occasionally sneaks in some time on the slopes or scoping out the latest brunch spot. 

Katy has been in the financial services industry for over 10 years now and with TFP for 6, during which she’s cultivated a deep understanding of the industry’s nuances, leveraging this knowledge to streamline operations and fortify our firm’s competitive edge. Fostering a culture of innovation and collaboration, she spearheads cross-functional teams, aligning our efforts to deliver  financial solutions that exceed client expectations. Katy helps orchestrate robust operational frameworks that optimize processes and drive sustainable growth. 

Her commitment to excellence is underpinned by a passion for leveraging cutting-edge technologies and industry best practices. By harnessing the power of data-driven insights, she drives informed decision-making that propels our firm forward in an ever-evolving landscape.

“I firmly believe in the impact we create by helping guide clients and their families towards their financial goals. Having the opportunity to contribute to a team that serves our clients through crafting comprehensive financial plans and diligent asset management is something I will never take for granted.”

Email Katy

Andrew Rhoads

Wealth Advisor


Andrew looks forward every day to serving his clients. His obligation to his clients is to help them navigate the many aspects of our complex financial world. He views his obligation to his clients as an opportunity to connect with and make a positive impact in their lives. To Andrew, making sense of our financial lives is a journey that we must embrace so that we can enjoy the freedom that we all deserve. It is his intention to lock arms with his clients and be there as a trusted advisor providing needed advice and counsel.

He began his career with AXA Advisors in 2008 as a financial professional. Over the years he has enjoyed providing financial services that include retirement income planning, portfolio allocation, qualified retirement plans, risk management and estate planning to name a few. While at AXA, he also attended the Wharton School at the University of Pennsylvania and received a certificate as a Retirement Planning Specialist.

He grew up in Springfield, MO spending much of his childhood and teenage years playing competitive soccer and when he wasn’t playing soccer you could find him preparing to play soccer. He attended Central Methodist College on a soccer scholarship. After this he served on the USS Maryland Submarine in the U.S. Navy. After his service he returned to school to finish his degree in Business Administration at the University of Missouri.

In his off hours you will find him spending time with his wife Alyson and son Tucker in the mountains or at the lake in Missouri enjoying nature and the great outdoors. He loves to spend time with his family and friends, traveling, hiking, and boating. He also loves to pheasant hunt with his Chocolate Labrador Baxter…who loves flushing and retrieving those birds!

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Randy anderson, CFP®

 

 

Wealth Advisor

 

Randy grew up in the beautiful Pacific Northwest on the central Oregon Coast. He now resides in Highlands Ranch, Colorado. In his spare time Randy enjoys wildlife and nature photography, cooking, music, attending concerts and festivals, and collecting vinyl records.

Randy attended Oregon State University and received his Bachelor of Science degree in Psychology and Journalism. After a 20-year career in retail services with companies like Sears and Kmart, Randy switched to the financial services industry in 2003. Randy is a CERTIFIED FINANCIAL PLANNER ™
Professional and is dedicated to acting as a fiduciary in all aspects of his practice. He believes that comprehensive financial planning is the key to helping clients reach their dreams and goals.

Randy specializes in financial planning, investment management, income distribution strategies for those in or nearing retirement, and Social Security income strategies. Randy has spoken to thousands of people through seminars and workshops about the importance of Social Security as well as the strategies to maximize Social Security benefits during retirement. Making mistakes with Social Security claiming strategies can cost retirees thousands of dollars in lost benefits and Randy aims to educate as many people as possible on avoiding these costly mistakes.

Randy is currently the Treasurer of the Arapahoe Community College Foundation where he also sits on the Board of Directors and on the Finance and Executive Committees. Randy is also a Past President and Chair of the Colorado Financial Planning Association. 

 

Randy Anderson is a registered representative for LPL Financial (LPL) and an Investment Advisor Representative (IAR) for Traction Financial Partners, LLC. Securities are offered through LPL Financial, Member FINRA/SIPC. Investment advisory services offered through Traction Financial Partners, LLC’s, a Registered Investment Advisor.  Traction Financial Partners, LLC is a separate legal entity from LPL.

http://brokercheck.finra.org

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Traction Financial Partners, a registered investment advisor and separate entity from LPL Financial. 

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other stat.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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Christie hensley

Client Services Associate

 

In 1998, Christie followed her brother to Colorado from Tallahassee, Florida where she attended Florida State University.  She has been calling Denver home ever since.  She currently lives in Littleton with her husband Josh, their daughter’s Frankie and Jane and their dog Zeus.  Christie loves spending time with her (large) family and friends.  She also enjoys her flower garden, being crafty, concerts, book club and travelling. 

She started her financial services when she moved to Colorado.   She was an Internal Wholesaler with Invesco Funds, Janus and Transamerica.  She is now a part-time worker and a full-time mom.  The role of Client Service Associate was made for Christie.  She finds pride in assisting clients, building relationships and feels especially proud if she can make them laugh in the process.

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Halee hudson

Executive Administrative Assistant

 

A Canadian native, Halee moved to the States with her family in 1999. She’s lived in Washington, Utah, and Idaho, before landing in Colorado in 2006. She has two siblings who also live in Colorado, an older sister, who’s a teacher, and a younger brother, who’s an airplane mechanic. She enjoys spending time with her family and friends, every chance she gets. One of her favorite things is movie nights with her niece and nephew.

A foodie at heart, Halee enjoys discovering hidden food trucks and local restaurants in the Grand Valley, some of her favorites include Alarado Biscuit Company, Soulful Cajun, On-The-Hook, Rockslide Brewery, Guru’s Kitchen, and Suehiro Sushi. Halee loves nature and wildlife; she enjoys hiking and camping on The Grand Mesa and Colorado National Monument.

Halee began her financial services career with AXA Advisors in 2018, transitioning to Traction Financial Partners in 2022. She prides herself on providing exceptional service to our clients, with a professional and positive attitude.

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