Meet the Team
Welcome to your team at Strategic Wealth Group. Our specially qualified advisors work closely together to provide long-term financial planning for you. We are united in our commitment to help you pursue your goals. Using our depth of knowledge combined with our advisors’ diverse perspectives, we can help you solve complicated financial matters. We specialize in retirement, tax, and estate planning for families, business owners, young professionals, and pre and post retirees. We can guide you to necessary financial resources as you move through each stage of your journey.
Our organized and careful documentation assures transparency and efficiency. We use a systematic investment process that enables all of our advisors to support you. We use the most up-to-date software to research wise investment strategies for you. This allows us to balance your financial objectives with your time horizon and tolerance for risk. While other firms may be obligated to use certain funds, we at Strategic Wealth are independent fiduciaries, so we create sound investment strategies for you with only the clients interest in mind.
Founded in 2001, our firm is located in Eden Prairie, Minnesota. We serve our local community as well as communities throughout the United States. As honest, organized, and knowledgeable professionals, we provide valuable structure that can bring you financial confidence now and through your retirement years.
Customer Service Specialist
Chief Compliance Officer and Wealth Advisor
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.