CALIFORNIA CONSUMER - Key Persons
Chad has been in the Financial Services Industry since February of 1996. He currently concentrates on the accumulation of assets, distributing of these assets during retirement and the transferring of this wealth by doing a holistic approach to financial planning. With his clients, Chad uses a basic and simple approach to planning that makes sure it seeks to accomplish their goals and dreams.
He has presented hundreds of retirement and estate planning seminars over the years and really enjoys being infront of the people in attendance.
Chad is a graduate of Minnesota State Mankato in 1990 and graduated with a Bachelor of Science in Business with a concentration in Marketing. He also has completed the education and ethics requirements to be able to better serve his clients and their needs by holding his Series 6,7,63 (through LPL Financial) and 66 (through Strategic Wealth) licenses along with his MN Life and Health license.
Chad is married to Lori and has three boys, Jared, Logan and Zach. Over the years, Chad has enjoyed coaching and cheering on his sons during their football, basketball or baseball games. He also likes to travel and play volleyball with his wife and friends. Currently he follows his University of MN Golden Gophers Football team!
Chris received his bachelor's degree in Business Economics and Finance from Mankato State University in 2006. Immediately upon graduation he worked in Management while pursuing his Series 7, 6, 63, Life and Health Licenses. In 2007, Chris became registered in securities and licensed in insurance to practice as a Financial Planning professional through MetLife Insurance Company (acquired by MassMutual Financial Group in 2016). After a successful 12-year career through MetLife/MassMutual, Chris increased his portfolio and services by moving over to Strategic Wealth Group in the Fall of 2019.
Financial Planning is not a single event, but a process that evolves over many years. Preparing for that next step in life isn't always easy. Through Chris's experience, professionalism and access to a wide variety of products and services, he helps clients pursue their financial goals, estate strategies and insurance needs. Whether their goals include preparing for milestone life events like retirement or college, or whether it's simply looking for life, disability income or long-term care insurance protection. Chris has a passion for educating clients about the risks they face by breaking down complex situations into easy-to-understand pieces so they can make suitable financial decisions for their retirement.
In Chris's free time he enjoys spending time with his family and friends, hunting and coaching baseball. Chris is happily married to his wife Nicole and they live in Prior Lake with their son's Breckon and Jace.
George Mulwee - Chief Compliance Officer
George has been in the financial services business since 2000. Prior to joining Strategic Wealth Group in August of 2017, George held various management and executive positions in supervision, operations and compliance for various broker/dealers within Minnesota and Denver, Colorado. He enjoys helping advisors navigate the regulatory landscape present within the industry while the advisors assist their clients with pursuing their financial goals and objectives.
George and his wife reside in Carver, MN with their three children. In his free time, George enjoys spending time with his family, fishing, hunting and reading. He's also an avid Vikings and Wild fan.
Job Titles:
- Customer Service Associate
Honor has been at Strategic Wealth Group since June of 2020 as a customer service associate, providing support to the wealth advisors as well as client communications. Her goal is to not only meet expectations but exceed them and is dedicated to the highest level of integrity and providing outstanding service to all of our clients. She is a highly motivated and an outgoing individual and comes from an extensive background in marketing, management and client services.
Honor is a mother of four and gets joy out of spending her time with her children and close family friends. She is very artistic and is always seeking new outlets for her creativity. She is adventurous, always willing to try something new and is passionate about experiencing all aspects of life!
Job Titles:
- Administrative Associate
- Administrative Associate for Strategic Wealth Group
Jack is an administrative associate for Strategic Wealth Group and has been with the firm since the summer of 2021. Jack supports the wealth advisors and customer service associates to provide exceptional service for our clients
Jack graduated from Gustavus Adolphus College in the spring of 2022 with a degree in Economics and an emphasis in finance. Upon graduation, he started with Strategic Wealth Group full-time, and currently holds his Series 7 license with LPL Financial.
With the goals of our clients in mind, Jack works hard to make sure that every need of our clients is satisfied. With the support of our team, he can help in several different areas of the financial planning process.
Jack currently lives in Chanhassen, MN. In his free time, he enjoys golfing, watching Minnesota sports teams, traveling, and playing baseball for the Victoria, MN town team.
Jared is an advisor for Strategic Wealth Group and has worked for the firm since 2016. With a specialty in holistic financial planning and investment management, Jared supports clients in identifying and pursuing their retirement goals. His disciplined approach helps investors stay focused on their long-term goals without getting sidetracked by short-term noise and distractions.
Jared graduated from the University of Minnesota with a degree in Economics and a minor in Management. He is licensed in variable annuity insurance as well as life, accident, and health insurance. Jared earned his CERTIFIED FINANCIAL PLANNER™ from the University of St. Thomas and holds the Series 7 with LPL Financial and the Series 66 with LPL and Strategic Wealth Group.
With the goals of his clients as his guide, Jared provides holistic, individualized financial advice. He considers all of the implications that affect clients before and during retirement to help provide guidance in pursuit of their objectives. Jared and the team believe in a systematic investment process and analysis that helps their clients remain focused regardless of market conditions.
A member of FPA (Financial Planning Association), Jared currently lives in Minneapolis, Minnesota. He
Job Titles:
- Customer Service Associate
Katie has been working in the financial industry since 2012.She graduated from Augsburg college with a Bachelor of Arts degree in Business Management with a Minor in Management Information Systems. Katie's business management skills have allowed her to establish strong relationships with clients while also providing much needed support for the advisory team.
Katie enjoys spending time with family and friends, playing volleyball, going on trips, playing bingo and living life to the fullest.
Job Titles:
- Customer Service Associate
Mark graduated from Iowa State University with a Bachelor of Science degree in Animal Science. His strong communication skills and dedicated work ethic have been a great asset to Strategic Wealth Group. Mark is working hard to build strong client relations and high quality customer service.
Mark was born and raised in Minnesota. He enjoys spending time with his family and friends.
Nathan has been in the financial service business since 1998. Nathan received his Bachelor of Science degree in Business Management and minor in Economics from Montana State University - Bozeman. Nathan is a Branch Manager with LPL Financial and President of Strategic Wealth Group, an independent financial management firm located in Minnetonka, MN. Nathan is a CERTIFIED FINANCIAL PLANNER™ professional. He has met rigorous education, ethics requirements and exams to obtain these qualifications. He believes that meeting your financial goals depends upon solid, objective advice; meaningful, timely information and research; and easy access to the investments and services that best fit your specific circumstances. Nathan resides in Excelsior, MN, with his wife and three sons. In his free time, Nathan enjoys spending time with his family, fishing and hunting and going to Viking's home games. When the Vikings aren't playing at home, he enjoys watch them on the TV with his sons.
Job Titles:
- Administrative Associate
- Administrative Associate for Strategic Wealth Group
Rachel is an Administrative Associate for Strategic Wealth Group and has been with the firm since February 2021. Rachel supports the Advisors and the Customer Service Associates to provide exceptional service for our clients.
Rachel was born and raised in Minnesota. She enjoys spending time with her family and being in the great outdoors fishing, hiking and camping. Rachel is an avid Vikings fan. In her house, Sundays are for football.
Job Titles:
- Administrative Associate
- Administrative Associate for Strategic Wealth Group
Salina is an Administrative Associate for Strategic Wealth Group and has been with the firm since April
2022. Salina supports the Advisors and the Customer Service Specialists. Her goal is to provide
Tyler started his practice in 2007. He received his Bachelors of Science degree in Small Business Entrepreneurship and a minor in Political Science from Bemidji State University. Over the years he has been a member of MDRT (Million Dollar Round Table) for several consecutive years. Tyler has been a very active member of NAIFA (National Association of Insurance and Financial Advisors) serving as Treasurer, Secretary and President of the Minneapolis chapter. He also serves on the state board of Minnesota's NAIFA as well as on the national board.
Throughout his career Tyler has been honored to be able to make a difference in the lives of those he is privileged to work with. He has assisted his clients in pursuing three key financial goals: develop and implement strategies for wealth accumulation during their working years, obtain confidence in their retirement and help minimize estate taxes when their accumulated wealth is passed on. Through the planning process he helps his clients map their financial goals. Tyler really enjoys working with attorneys and CPA's to help identify and potentially eliminate any unnecessary taxes. With RWM's investment strategies they try to reduce or eliminate any unnecessary taxes in their portfolios. Tyler is licensed to sell insurance and securities in multiple states to individuals, families and business owners.
When Tyler is not working he enjoys golfing, pheasant and duck hunting, playing hockey, attending University of Minnesota football games, boating and hanging out with his wife, Rachel, and son Hawkins. Tyler is originally from New Ulm, MN.
Tyler has been working in the financial services industry since 2014. It has been his privilege to work with families and individuals to help them pursue financial goals at different stages of their lives. Since starting in the industry, he has had a focus on retirement planning and legacy planning. Utilizing a network of tax consultants and estate planning attorneys, clients are able to work toward investment tax efficiency for multiple generations.
In his free time, Tyler enjoys winter running, summer biking, hiking, and gardening. He and his Wife Theresa live in Minneapolis and are soon welcoming their first child.