STRATEGIC WEALTH GROUP - Key Persons
Job Titles:
- Financial Advisor
- Wealth Advisor
Chad has been a Financial Advisor since February of 1996. He currently concentrates on his clients' accumulation of assets, utilizing a holistic approach to financial planning. This includes the distribution of the client's assets during retirement and transferring of this wealth upon death. Chad uses a basic and simple approach to planning for his clients, to help them work towards achieving their goals and dreams.
Chad enjoys talking to and educating people, and he has presented hundreds of retirement and estate planning seminars over the years.
Chad is a graduate of Minnesota State Mankato in 1990 and has a Bachelor of Science in Business with a concentration in Marketing. He holds his Series 6, 7, 63 (through LPL Financial) and 66 (through Strategic Wealth) licenses, along with his MN Life and Health license.
Chad and his wife, Lori, have been married for almost 30 years, and have three boys, Jared, Logan and Zach. While his sons were growing up, Chad enjoyed coaching and cheering for them during their football, basketball and baseball games. He also enjoys travelling, playing volleyball with his wife and friends and has most recently taken up pickleball. Chad is an avid fan of the University of MN Golden Gophers Football team, and on Saturdays, you can find him watching his favorite team in person or on TV!
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, held through LPL Financial, and 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.
Job Titles:
- Customer Service Specialist
Colleen has been at Strategic Wealth Group since September of 2023 as a Customer Service Specialist. Her goal is to always provide outstanding support to the wealth advisors as well as the clients. Her passion for customer service is what motivates her each day.
Colleen currently lives in Victoria, MN. She and her husband, Pat, have 2 boys. Colleen is a devoted Minnesota Twins fan. She enjoys spending her free time watching her boys play college baseball and Town Ball.
Job Titles:
- Chief Compliance Officer and Wealth Advisor
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.
In addition to his duties as the Chief Compliance Officer of the firm, George is also a wealth advisor for Strategic Wealth Group and enjoys helping his clients in the financial planning process. He believes in educating his clients about their finances so that they can make informed decisions that will help guide them to, and through, retirement and beyond.
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.
Job Titles:
- Customer Service Specialist
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!
Jack is a Wealth Advisor for Strategic Wealth Group and has been with the firm since the summer of 2021. With the goals of his clients as a top priority, Jack works hard to ensure each of his client's needs are addressed. In his mind, there is no straight line when it comes to financial planning. Each client's situation is different and needs an extra special touch to make sure they're confident with their financial plan. Jack specializes in holistic financial planning, taking into account the many different areas of his client's plans including cash flow planning, tax planning, investment planning, estate planning, and more.
Jack graduated from Gustavus Adolphus College in the spring of 2022 with a degree in Economics and an emphasis in finance. Jack currently holds his Series 7 license with LPL Financial and holds his Series 66 license with Strategic Wealth Group.
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 Specialist
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.
Job Titles:
- Branch Manager With LPL Financial
- Wealth Advisor
Nathan has been in the financial service business since 1998. Nathan is a Branch Manager with LPL Financial and President of Strategic Wealth Group, an independent financial management firm located in Eden Prairie, MN.
Nathan received his Bachelor of Science degree in Business Management and minor in Economics from Montana State University - Bozeman. 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 watching them on the TV with his sons.
Job Titles:
- Administrative Associate
- Customer Service Specialist
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.
I have been working in the financial services industry since 2014. As a Certified Financial Planner with Strategic Wealth Group, I am privileged to work with individual and family investors to help them reach their financial goals. With a focus on retirement and legacy planning, my role is to help guide clients through long-term investing with tailored strategies to meet their individual needs.
In my free time, I enjoy winter running and snowboarding, summer biking, hiking, and gardening. My wife Theresa and I live in the Saint Paul suburbs and have been blessed with two wonderful active children, Scarlett and Wyatt to keep us busy!