Strategic Financial Group, LLC

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Strategic Financial Group, LLC Employees

Employee
Years
Job
Industry
Denise Reed Denise Reed Greater St. Louis Area Details
Denise Reed's Strategic Financial Group, LLC Experience November 2007 - Present
Job Senior Partner at Strategic Financial Group, LLC
Industry Financial Services
Experience
Strategic Financial Group, LLC   November 2007 - Present
Strategic Financial Group  October 2007 - Present
MetLife Resources  2006 - 2007
St. Louis Children's Hospital   2003 - 2007
Barnes-Jewish Hospital  1996 - 2007
St. Louis Children's Hospital   1996 - 2007
citistreet  2000 - 2006
AAL  1994 - 1996
AAL  1994 - 1996

Education
University of Missouri-Columbia   1991 — 1994
Master, Public Administration

Southeast Missouri State University   1978 — 1982
Bachelor of Science, Social Work and Criminal Justice

Sommer Ellaham Sommer Ellaham Houston, Texas Area Details
Sommer Ellaham's Strategic Financial Group, LLC Experience May 2012 - August 2012
Job Accountant at WG Consulting
Industry Accounting
Experience
WG Consulting, LLC  September 2014 - Present
Strategic Financial Group, LLC   May 2012 - August 2012

Skills
Microsoft Office, Microsoft Word, Accounting, Fundraising, Microsoft Excel, PowerPoint, Microsoft Dynamics GP, Accounts Payable &..., Customer Service, Teamwork, Time Management, Social Media, Outlook

Education
University of Houston   2011 — 2014
Bachelor of Business Administration in Accounting and Finance, Accounting and Finance

Lone Star College System   2008 — 2010
Associate of Arts (AA)

Brad Rathe Brad Rathe Greater New York City Area Details
Brad Rathe's Strategic Financial Group, LLC Experience October 2012 - Present
Job Risk Management & Hedging Strategies at Contrast Capital
Industry Investment Management
Experience
Strategic Financial Group, LLC   October 2012 - Present
Contrast Capital   January 2012 - Present
Astor Janssen Holdings   November 2009 - Present
Poplar Jackson   June 2011 - May 2014
Green Lantern Investments   June 2003 - November 2009
FTC Asset Management   August 2004 - December 2007
Rotella Capital Management  April 1998 - June 2003
Northbourne Capital Management   April 1997 - April 1998
EMC Capital Management   January 1992 - April 1997

Skills
Trading Systems, Hedge Funds, Asset Management, Commodity, Fund Of Funds, Research, Managed Futures, Financial Risk, Strategy, Investments, Portfolio Management, Equities, Trading, Derivatives, Options, Trading Strategies, Global Macro, Traders, Bloomberg, Risk Management, Mutual Funds, Currency

Education
Iowa State University - College of Business   1986 — 1990
Finance, Economics

The University of Chicago
Education

Jeremy D. Schares, CFP®, CRPC® Jeremy D. Schares, CFP®, CRPC® Greater Chicago Area Details
Jeremy D. Schares, CFP®, CRPC®'s Strategic Financial Group, LLC Experience October 2008 - Present
Job Senior Financial Advisor at Strategic Financial Group LLC
Industry Financial Services
Experience
Strategic Financial Group, LLC   October 2008 - Present
Merrill Lynch  January 2008 - October 2008
Centier Bank  May 2005 - January 2007

Education
College for Financial Planning
Graduate Certificate, Financial Planning and Services

Valparaiso University   2005 — 2007
Bachelor of Science in Business Administration, Finance

Purdue University   2003 — 2005
Finance

Dustin Dean Dustin Dean Harrisonburg, Virginia Details
Dustin Dean's Strategic Financial Group, LLC Experience March 2013 - June 2015
Job Branch Examiner
Industry Financial Services
Experience
LPL Financial  June 2015 - Present
Strategic Financial Group, LLC   March 2013 - June 2015
FSC Securities  March 2013 - May 2015
Capitol Financial Solutions  May 2009 - March 2013

Skills
Retirement Planning, Fixed Annuities, IRAs, Roth IRA, Retirement, 401k Rollovers, Variable Annuities, Long-term Care, Securities, Key Person Insurance, Buy-sell Agreements, 529 Plans, Brokerage, Disability Insurance, Long Term Care Insurance, 401k, Whole Life, Strategic Financial..., Wealth Management, Life Insurance, College Savings Plans, Wealth Accumulation, IRA's, Mutual Funds, Estate Planning, Investments, Financial Advisory, Financial Planning

Education
University of Richmond   2005 — 2009
BA, Rhetoric and Communication Studies & Business Administration

Harrisonburg High School

Jeff Eichner Jeff Eichner Greater New York City Area Details
Jeff Eichner's Strategic Financial Group, LLC Experience November 1973 - Present
Job Educating clients on Wealth Building & Protection, Wealth Distribution, and Wealth Conservation stages of their life
Industry Financial Services
Experience
Strategic Financial Group LLC  November 1973 - Present
New York Life Insurance Company  November 1973 - Present

Skills
Estate Planning, Insurance, Retirement Planning, Wealth Preservation..., Annuity Sales, 401k Rollovers, Lifetime Income..., Personal Finance, Retirement Income..., Life Insurance...

Education
New York Law School   1981 — 1984
Juris Doctor

Boston University   1969 — 1973
BSBA, Accounting

Herricks High   1966 — 1969

Brian Scott Sr. Brian Scott Sr. Houston, Texas Area Details
Brian Scott Sr.'s Strategic Financial Group, LLC Experience October 2010 - Present
Job Financial Services Professional at MassMutual of Greater Houston
Industry Financial Services
Experience
Strategic Financial Group, LLC   October 2010 - Present
Northwestern Mutual  November 2006 - October 2010

Skills
ERISA, Long Term Care Insurance, Disability Insurance, Fixed Annuities, Life Insurance, Insurance, Retirement Planning, Series 7, Employee Benefits, Financial Planners, Securities, Strategic Financial..., Whole Life

Education
Southern University at New Orleans   1992 — 1996
Business

Chris Ingersoll, CLU Chris Ingersoll, CLU Houston, Texas Area Details
Chris Ingersoll, CLU's Strategic Financial Group, LLC Experience 2007 - August 2011
Job Senior VP Operations at Accessible Benefits
Industry Financial Services
Experience
Accessible Benefits   August 2011 - Present
Strategic Financial Group  June 2007 - August 2011
MassMutual Financial Group  2007 - August 2011
Strategic Financial Group, LLC   2007 - August 2011
State Farm Insurance  February 2002 - February 2007
State Farm Mutual Automobile Insurance Company  January 1996 - January 2002
State Farm Life Insurance Company   January 1993 - January 1996

Skills
Compliance Management, Business Analysis, Technical Training, Financial Advisory

Education
Sam Houston State University   1990 — 2003
BBA, Double Major Economics and International Business

Texas A&M University   1986 — 1990

Tracey Brundrett Tracey Brundrett Houston, Texas Area Details
Tracey Brundrett's Strategic Financial Group, LLC Experience September 1996 - December 2002
Job Owner/Principal at Peak Financial Group, LLC
Industry Financial Services
Experience
Peak Financial Group, LLC   December 2002 - Present
Strategic Financial Group, LLC   September 1996 - December 2002
The Hershey Company  May 1975 - May 1996

Education
University of Kansas   1969 — 1973
BS Education

Jay Conner Jay Conner Houston, Texas Area Details
Jay Conner's Strategic Financial Group, LLC Experience November 2002 - Present
Job Financial Advisor at MassMutual Financial Group Greater Houston
Industry Financial Services
Experience
Strategic Financial Group, LLC   November 2002 - Present

Education
Northwestern University School of Law   1975 — 1978

Michael Blocker Michael Blocker Albany, Georgia Details
Michael Blocker's Strategic Financial Group, LLC Experience September 2005 - February 2013
Job VP Sales at Sowega Health Exchange Inc.
Industry Insurance
Experience
Sowega Health Exchange Inc.   September 2013 - Present
Strategic Financial Group LLC  September 2005 - February 2013

Skills
Insurance, Employee Benefits, Health Insurance, Disability Insurance, Life Insurance, Account Management, Call Centers, Team Building, Sales, Strategic Planning

Education
Georgia Southwestern State University   1996 — 1999
Marketing/Marketing Management, General

Todd Francisco Todd Francisco Chicago, Illinois Details
Todd Francisco's Strategic Financial Group, LLC Experience May 2013 - Present
Job Vice President Retirement Plan Services at Strategic Financial Group LLC
Industry Investment Management
Experience
Strategic Financial Group, LLC   May 2013 - Present
RiverNorth Capital Management,LLC   April 2001 - April 2013

Skills
Wealth Management..., Wealth Management, Portfolio Management, Retirement, Mutual Funds, Fixed Income, 401k, Investment Advisory, Retirement Plan..., Investment Management, Retirement Planning, Qualified Retirement..., Employee Benefits, Investment Strategies, Financial Advisory, Series 7, Estate Planning, Investments

Education
Parkland College

James Baumann James Baumann Los Angeles, California Details
James Baumann's Strategic Financial Group, LLC Experience May 2007 - August 2007
Job General Counsel at JRK Property Holdings
Industry Real Estate
Experience
JRK Property Holdings  June 2015 - Present
JRK Property Holdings  June 2011 - June 2015
Duff & Phelps  January 2011 - April 2011
Bremer Whyte Brown & O'Meara   May 2009 - August 2009
DIRECTV  May 2008 - August 2008
Strategic Financial Group, LLC   May 2007 - August 2007

Skills
Financial Analysis, Due Diligence, Financial Modeling, Microsoft Excel, Social Media, Real Estate, Management, Customer Service, Valuation, Asset Management

Education
The College of William and Mary - Marshall Wythe Law School
J.D.

Pepperdine University
B.S., Finance

Andrew Contreras Andrew Contreras Houston, Texas Area Details
Andrew Contreras's Strategic Financial Group, LLC Experience January 2010 - September 2011
Job Financial Analyst Chevron Natural Gas
Industry Newspapers
Experience
Chevron  June 2014 - Present
Chevron  October 2012 - June 2014
Chevron  September 2011 - October 2012
Mass Mutual Financial Group  March 2010 - September 2011
Strategic Financial Group, LLC   January 2010 - September 2011
Mass Mutual Financial Group  November 2009 - March 2010
Gallup Inc  March 2009 - March 2010
Gallup Independent  October 2008 - January 2009

Skills
Strategic Financial..., Wealth Management, Retirement Planning, Investments, Financial Advisory, Series 7, Retirement, Health Insurance, Disability Insurance, Microsoft Excel, Employee Benefits, Estate Planning, PowerPoint, Microsoft Office, Outlook, Microsoft Word, QuickBooks, Event Planning, Bloomberg Terminal, Tableau, Solarc Right Angle, Visual Basic, Spanish-English, MS Excel Pivot Tables, Vlookup, Macro, Legal Compliance, Compliance, Email Strategy, Anti Money Laundering, Financial Reporting, Financial Analysis, Financial Modeling, Functional Design, Accounting

Education
C.T. Bauer College of Business, University of Houston   2009 — 2011
Bachelor of Business Administration, Finance

University of Houston   2007 — 2011
Bachelor of Science (BS), Accounting and Finance

Marissa Katz Marissa Katz New York, New York Details
Marissa Katz's Strategic Financial Group, LLC Experience May 2012 - August 2012
Job Business Analyst at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte  August 2014 - Present
TAMID Israel Investment Group  August 2013 - May 2014
Teri Jon  June 2013 - August 2013
Contactually  November 2012 - May 2013
Strategic Financial Group, LLC   May 2012 - August 2012
Fifth Avenue Financial  July 2010 - August 2010

Skills
Management Consulting, Financial Modeling, Analytical Skills, Modeling, Social Media Marketing, Social Media, Microsoft Office, Social Networking, Marketing, Facebook, Hebrew, PowerPoint, Blogging, Sales Management, Marketing Strategy, Hebrew Language, CRM, Online Advertising, Market Research, Sales, Mathematics, Strategy, Business Strategy, Membership Development, Pricing Strategy, Internet of Things, Supply Chain Management

Education
University of Maryland College Park   2010 — 2014
Bachelor of Science (B.S.), Finance and Marketing, Alumni

TJ Thieme TJ Thieme Lafayette, Indiana Details
TJ Thieme's Strategic Financial Group, LLC Experience October 2011 - Present
Job Accountant at Thieme & Adair CPA's
Industry Financial Services
Experience
Thieme & Adair CPA's   November 2013 - Present
Strategic Financial Group, LLC   October 2011 - Present
Lafayette Area Baseball   June 2007 - May 2012
Jeff Onken State Farm Insurance   October 2010 - October 2011
Lafayette Central Catholic   August 2007 - October 2011
Thieme and Addair property management   June 2005 - December 2010
Von Tobel Lumber  December 2006 - June 2007

Skills
Series 7, Strategic Financial..., Data Analysis, PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Social Media, Marketing

Education
Purdue University   2007 — 2011
Bachelor of Science (BS), Financial Counseling and Planning

University of Saint Francis   2006 — 2007
Business

Tiffany Biggs Tiffany Biggs Greater Chicago Area Details
Tiffany Biggs's Strategic Financial Group, LLC Experience January 2008 - January 2013
Job Owner/Accountant at Intertwine Accounting & Tax, LLC
Industry Accounting
Experience
Intertwine Accounting & Tax, LLC   January 2013 - Present
Strategic Financial Group, LLC   January 2008 - January 2013
Sharon Spear Bookkeeping   January 1998 - January 2008

Skills
Accounting, Accounts Payable, Accounts Receivable, Bookkeeping, Financial Accounting, Financial Reporting, Financial Statements, General Ledger, QuickBooks, Tax, Account Reconciliation

Education
Indiana University Bloomington   2008 — 2011
Master of Science and accounting

Purdue University   2005 — 2008
Bachelor of science

Brienne Kenney Brienne Kenney Valparaiso, Indiana Details
Brienne Kenney's Strategic Financial Group, LLC Experience December 2012 - April 2013
Job College Ambassador at SThree
Industry Marketing and Advertising
Experience
SThree  May 2015 - August 2015
Strategic Financial Group, LLC   December 2012 - April 2013

Skills
Highly personable, Learning Quickly, Determination, Time Management, Team Leadership, Human Resources, Public Speaking, Communication, Management, Microsoft Excel, Social Media

Education
Indiana University Bloomington   2013 — 2017
Bachelor of Science (BS), Accounting

Wheeler High School   2009 — 2013
Academic Honors, 4.1/4.0

Christopher Mowery, ARM, CRIS Christopher Mowery, ARM, CRIS Greater Chicago Area Details
Christopher Mowery, ARM, CRIS's Strategic Financial Group, LLC Experience January 1999 - May 2005
Job at Arthur J. Gallagher & Co.
Industry Insurance
Experience
Arthur J. Gallagher & Co.   September 2009 - Present
Willis  April 2007 - September 2009
Northwestern Mutual  May 2005 - August 2005
Strategic Financial Group, LLC   January 1999 - May 2005

Skills
Insurance, Property & Casualty..., Risk Management, Sales, Account Management, Customer Service, Process Improvement, Marketing, Strategic Planning, Microsoft Excel, Leadership, Microsoft Office, Team Building, Outlook

Education
Purdue University   2002 — 2006
Bachelor of Science (BS), Financial Planning and Services

Jonathan Kubaszyk Jonathan Kubaszyk South Bend, Indiana Area Details
Jonathan Kubaszyk's Strategic Financial Group, LLC Experience December 2009 - October 2010
Job Tax Manager at Crowe Horwath LLP
Industry Accounting
Experience
Crowe Horwath LLP  October 2013 - Present
McGladrey LLP  October 2010 - October 2013
Strategic Financial Group LLC  December 2009 - October 2010
Brightpoint  July 2009 - November 2009
Ernst & Young  April 2000 - June 2009
Somerset CPAs, P.C.   1998 - 2000

Education
Ball State University   1994 — 1998

Stephen J. Barrett, CFP®, AWMA®, AIF®, Stephen J. Barrett, CFP®, AWMA®, AIF®, Lafayette, Indiana Area Details
Stephen J. Barrett, CFP®, AWMA®, AIF®,'s Strategic Financial Group, LLC Experience May 1997 - Present
Job VP Wealth Management Services at Strategic Financial Group, LLC
Industry Financial Services
Experience
Strategic Financial Group, LLC   May 1997 - Present

Skills
Series 7, Retirement Planning, Strategic Financial..., Wealth Management, Portfolio Management, Estate Planning, Customer Service, Teamwork, Investments

Education
Purdue University   1988 — 1992
Financial Planning and Counseling, Fianancial Planning

Central Catholic

College for Financial Planning

Jeff Brouelette Jeff Brouelette Orange County, California Area Details
Jeff Brouelette's Strategic Financial Group, LLC Experience January 2012 - Present
Job CFO | M & A | Business Operations | Strategic Planning | Budgeting | Cost Reduction | Real Estate | Land Acquisition
Industry Real Estate
Experience
Strategic Financial Group, LLC   January 2012 - Present
Standard Pacific Homes  2000 - 2012
Horton and Converse   November 1999 - September 2000
Haskell & White  January 1992 - October 1999

Skills
Mergers & Acquisitions, Part-Time CFO Services, Strategy Creation &..., Financing Transactions, Forecasting and..., Business Operations, Cost Reduction..., Lease Buyouts and..., Real Estate Transactions, Capital Investment..., Finance, Negotiation, Forecasting, Residential Homes, Investments, Construction, Contract Negotiation, Real Estate, Management, Land Acquisition, Mergers, Due Diligence, Property Management, Budgets, Homebuilding, Leases, Analysis, Cash Flow, Real Estate Development, Auditing, Disposition, Real Estate Economics, Entitlements, Executive Management, Acquisitions, Real Estate Financing, Investment Properties, Asset Management, Land Development, Investors

Education
University of California, Los Angeles
Mergers & Acquisition Program Anderson Graduate School of Management

Golden Gate University
MBT, Taxation

California Lutheran University   1990 — 1991
BS, Accounting

Rena L. Noe, CFP® Rena L. Noe, CFP® Lafayette, Indiana Area Details
Rena L. Noe, CFP®'s Strategic Financial Group, LLC Experience April 2000 - Present
Job Senior Financial Advisor at Strategic Financial Group, LLC
Industry Financial Services
Experience
Strategic Financial Group, LLC   April 2000 - Present
JCPenney  June 1987 - March 2000
YMCA  1980 - 1987

Education
Purdue University   1997 — 1999
BS, Financial Planning & Counseling

Purdue University   1983 — 1987
BS, Elementary Education

Barbara LeBlanc Barbara LeBlanc Greater New York City Area Details
Barbara LeBlanc's Strategic Financial Group, LLC Experience Office ManagerEviroguard Environmental, LLC2010 - 2012
Job Office Manager at Strategic Financial Group, LLC
Industry Information Technology and Services
Experience
Strategic Financial Group, LLC   Office ManagerEviroguard Environmental, LLC2010 - 2012
The NASDAQ OMX Group, Inc.   1995 - 2009

Skills
Microsoft Office, Software Documentation, Budgets, Project Management

Education
Sacred Heart University
Associate, Arts

Mileva Gvojic Mileva Gvojic Greater Chicago Area Details
Mileva Gvojic's Strategic Financial Group, LLC Experience July 2015 - Present
Job Client Services Administrator at Strategic Financial Group, LLC
Industry Financial Services
Experience
Strategic Financial Group, LLC   July 2015 - Present
UniversityTutor.com  August 2012 - Present
Community Healthcare System  May 2014 - August 2014
Community Healthcare System  May 2013 - August 2013
Community Foundations of NWI   June 2012 - August 2012

Skills
Microsoft Excel, Customer Service, Microsoft Office, Financial Analysis, Research, Customer Relations, Accounting, Problem Solving, Analysis, Teamwork, Payment Services, Sales, Strategic Communications, Negotiation, Phone Etiquette, Epic Systems, PowerPoint, Data Collection, Microsoft Word, Management, Public Speaking, Time Management, Electronic Payment..., Social Media, Social Networking, Data Analysis, Access, Fundraising, Finance, Team Leadership, Social Media Marketing, Team Building, Leadership, Accounts Receivable, Financial Services

Education
Indiana University Bloomington   2011 — 2015
BSPA, Financial Management

Cherie Polite Cherie Polite Valparaiso, Indiana Details
Cherie Polite's Strategic Financial Group, LLC Experience October 2008 - September 2010
Job CPA
Industry Accounting
Experience
Cherie Polite CPA   October 2008 - Present
Strategic Financial Group, LLC   October 2008 - September 2010
Viking Engineering  September 1998 - July 2001
Ugimag, Inc.   January 1992 - September 1998

Skills
Income Tax, Payroll Services, Corporate Tax, Non-profit..., Computer Proficiency, Software Installation, QuickBooks, S Corporations, Small Business, Bookkeeping, US Tax, CPA, Tax Returns, Tax Research, IRS

Education
Purdue University   1985 — 1988
Bachelor of Science, Management/accounting