Strategic Wealth Management Group, LLC
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Strategic Wealth Management Group, LLC Employees
Employee
Years
Job
Industry
Todd Norris, CFP® Todd Norris, CFP®'s Strategic Wealth Management Group, LLC Experience January 2015 - Present
Job Strategic Wealth Management Group, LLC
Industry Financial Services
Experience
Strategic Wealth Management Group, LLC January 2015 - Present
Merrill Edge July 2014 - January 2015
Morgan Stanley Smith Barney May 2011 - July 2014
Brown Advisory April 2008 - May 2011
Norris Financial Group May 2007 - April 2008
Skills
Series 7, Series 66, Investments, Financial Planning, Asset Management, Risk Management, Wealth Management, Retirement Planning, Strategic Financial..., FINRA, Mutual Funds, Asset Allocation, Series 63, Investment Advisory
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
B.S., Finance
Hereford High School 1999 — 2003
Strategic Wealth Management Group, LLC January 2015 - Present
Merrill Edge July 2014 - January 2015
Morgan Stanley Smith Barney May 2011 - July 2014
Brown Advisory April 2008 - May 2011
Norris Financial Group May 2007 - April 2008
Skills
Series 7, Series 66, Investments, Financial Planning, Asset Management, Risk Management, Wealth Management, Retirement Planning, Strategic Financial..., FINRA, Mutual Funds, Asset Allocation, Series 63, Investment Advisory
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2007
B.S., Finance
Hereford High School 1999 — 2003
Amanda Campbell,CFP®,CDFA™,AAMS® Amanda Campbell,CFP®,CDFA™,AAMS®'s Strategic Wealth Management Group, LLC Experience November 2014 - Present
Job Director of Financial Planning
Industry Financial Services
Experience
Strategic Wealth Management Group, LLC November 2014 - Present
Strategic Wealth Management Group, LLC April 2013 - Present
Strategic Wealth Management Group, LLC July 2010 - April 2013
Peters, Woodring & Quast CPAs June 2008 - June 2010
Skills
Accounting, Financial Reporting, QuickBooks, Auditing, Tax, Financial Analysis, Forecasting, Strategic Financial..., Finance, Mutual Funds, Cash Flow, Financial Modeling, Financial Services, Financial Planners, 401k, Spreadsheets, Investments, Retirement, Retirement Planning, Asset Allocation, Financial Planning, Investment Strategies, Microsoft Office, Wealth Management, Asset Management, Financial Statements, Wealth, Investment Management
Education
College for Financial Planning 2011 — 2012
McDaniel College 2006 — 2010
Bachelor of Business Administration (BBA), Bachelor of Economics, Bachelor of Accounting Economics, Minor in Accounting
Strategic Wealth Management Group, LLC November 2014 - Present
Strategic Wealth Management Group, LLC April 2013 - Present
Strategic Wealth Management Group, LLC July 2010 - April 2013
Peters, Woodring & Quast CPAs June 2008 - June 2010
Skills
Accounting, Financial Reporting, QuickBooks, Auditing, Tax, Financial Analysis, Forecasting, Strategic Financial..., Finance, Mutual Funds, Cash Flow, Financial Modeling, Financial Services, Financial Planners, 401k, Spreadsheets, Investments, Retirement, Retirement Planning, Asset Allocation, Financial Planning, Investment Strategies, Microsoft Office, Wealth Management, Asset Management, Financial Statements, Wealth, Investment Management
Education
College for Financial Planning 2011 — 2012
McDaniel College 2006 — 2010
Bachelor of Business Administration (BBA), Bachelor of Economics, Bachelor of Accounting Economics, Minor in Accounting
Kristopher Maleski's Strategic Wealth Management Group, LLC Experience January 2014 - August 2015
Job Investment Analyst
Industry Financial Services
Experience
Strategic Financial Associates, LLC September 2015 - Present
Strategic Wealth Management Group LLC January 2014 - August 2015
Guggenheim Partners February 2011 - December 2013
FINRA August 2010 - January 2011
CareOne Debt Relief Services June 2009 - May 2010
Erie Water Works September 2008 - May 2009
Skills
Financial Analysis, Customer Service, Mutual Funds, Business Analysis, Direct Sales, Finance, Investments, Analysis, Leadership, Microsoft Excel, Microsoft Word, CRM, Time Management, Strategy, Accounting, Budgets, Financial Services, Asset Management, Equities, Alternative Investments, Derivatives, Portfolio Management, Fixed Income Portfolio..., Financial Planning, Financial Risk, Microsoft Office, Asset Allocation, Risk Management, Strategic Planning, Securities, Financial Modeling
Education
Gannon University 2005 — 2009
Bachelors of Science, Finance
Strategic Financial Associates, LLC September 2015 - Present
Strategic Wealth Management Group LLC January 2014 - August 2015
Guggenheim Partners February 2011 - December 2013
FINRA August 2010 - January 2011
CareOne Debt Relief Services June 2009 - May 2010
Erie Water Works September 2008 - May 2009
Skills
Financial Analysis, Customer Service, Mutual Funds, Business Analysis, Direct Sales, Finance, Investments, Analysis, Leadership, Microsoft Excel, Microsoft Word, CRM, Time Management, Strategy, Accounting, Budgets, Financial Services, Asset Management, Equities, Alternative Investments, Derivatives, Portfolio Management, Fixed Income Portfolio..., Financial Planning, Financial Risk, Microsoft Office, Asset Allocation, Risk Management, Strategic Planning, Securities, Financial Modeling
Education
Gannon University 2005 — 2009
Bachelors of Science, Finance
Mark Fleming, CPA, CFP®'s Strategic Wealth Management Group, LLC Experience 2006 - 2007
Job Tax Associate at Topel Forman, LLC
Industry Accounting
Experience
Balasa Dinverno Foltz LLC 2009 - 2012
Bernstein Global Wealth Management 2007 - 2008
Strategic Wealth Management Group, LLC 2006 - 2007
Skills
Wealth Management, Financial Planning, Asset Management, Retirement Planning, Investment Strategies, Strategic Financial..., Estate Planning, Financial Planners, Finance, Mutual Funds, Investments, Asset Allocation, Investment Advisory, Accounting, Tax, Retirement, Investment Management, Financial Advisory, Portfolio Management, High Net Worth...
Education
Purdue University - Krannert School of Management 2002 — 2006
Bachelors, Finance
Balasa Dinverno Foltz LLC 2009 - 2012
Bernstein Global Wealth Management 2007 - 2008
Strategic Wealth Management Group, LLC 2006 - 2007
Skills
Wealth Management, Financial Planning, Asset Management, Retirement Planning, Investment Strategies, Strategic Financial..., Estate Planning, Financial Planners, Finance, Mutual Funds, Investments, Asset Allocation, Investment Advisory, Accounting, Tax, Retirement, Investment Management, Financial Advisory, Portfolio Management, High Net Worth...
Education
Purdue University - Krannert School of Management 2002 — 2006
Bachelors, Finance
Jen Mellone Jen Mellone's Strategic Wealth Management Group, LLC Experience April 2008 - June 2010
Job Board Member at Ability Center
Industry Government Relations
Experience
Ability Center July 2013 - Present
Social Security Administration August 2010 - July 2011
Strategic Wealth Management Group, LLC April 2008 - June 2010
Accredited Home Lenders June 2006 - September 2007
United States Navy May 2000 - April 2006
Skills
Team Building, Public Speaking, Strategic Planning, Customer Relations, Research, Business Strategy, Salesforce.com, Thompson One, Sales, Project Management, Operational Planning, Lead Generation, Military, Intelligence, Navy, Microsoft Office, Negotiation, Security Clearance, Customer Service, Leadership, Training, Strategy, Project Planning, Management, Budgets, Human Resources, Government, Nonprofits, Start-ups, Analysis, Policy, Business Planning, Leadership Development, Finance, Risk Management, New Business Development, Access, Process Improvement
Education
United States Naval Academy 1996 — 2000
Bachelors of Science, Economics
Greendale High School 1991 — 1995
Ability Center July 2013 - Present
Social Security Administration August 2010 - July 2011
Strategic Wealth Management Group, LLC April 2008 - June 2010
Accredited Home Lenders June 2006 - September 2007
United States Navy May 2000 - April 2006
Skills
Team Building, Public Speaking, Strategic Planning, Customer Relations, Research, Business Strategy, Salesforce.com, Thompson One, Sales, Project Management, Operational Planning, Lead Generation, Military, Intelligence, Navy, Microsoft Office, Negotiation, Security Clearance, Customer Service, Leadership, Training, Strategy, Project Planning, Management, Budgets, Human Resources, Government, Nonprofits, Start-ups, Analysis, Policy, Business Planning, Leadership Development, Finance, Risk Management, New Business Development, Access, Process Improvement
Education
United States Naval Academy 1996 — 2000
Bachelors of Science, Economics
Greendale High School 1991 — 1995
Dennis Suckstorf Dennis Suckstorf's Strategic Wealth Management Group, LLC Experience October 1998 - October 2007
Job Financial Planning Consultant
Industry Investment Management
Experience
FAI Wealth Management September 2008 - Present
Suckstorf Financial Consulting LLC October 1998 - Present
Strategic Wealth Management Group LLC October 1998 - October 2007
Devitt Financial Services January 1997 - October 1999
United States Air Force Personal Financial Management Program September 1990 - December 1995
United States Air Force April 1970 - July 1990
Skills
Strategic Financial..., Wealth Management, Estate Planning, Investments, Tax, Managerial Finance, Finance, Financial Advisory, Financial Planners, Budgets, Leadership, Corporate Tax, Financial Services, Cash Flow, Insurance
Education
State University of New York 1984 — 1985
Bachelor's degree, Human Resources Management and Services
Angelo State University 1980 — 1984
None, Management Information Systems, General
University of Maryland University College 1974 — 1984
None, General Studies
Wayne State College 1968 — 1969
None, Biology, General
FAI Wealth Management September 2008 - Present
Suckstorf Financial Consulting LLC October 1998 - Present
Strategic Wealth Management Group LLC October 1998 - October 2007
Devitt Financial Services January 1997 - October 1999
United States Air Force Personal Financial Management Program September 1990 - December 1995
United States Air Force April 1970 - July 1990
Skills
Strategic Financial..., Wealth Management, Estate Planning, Investments, Tax, Managerial Finance, Finance, Financial Advisory, Financial Planners, Budgets, Leadership, Corporate Tax, Financial Services, Cash Flow, Insurance
Education
State University of New York 1984 — 1985
Bachelor's degree, Human Resources Management and Services
Angelo State University 1980 — 1984
None, Management Information Systems, General
University of Maryland University College 1974 — 1984
None, General Studies
Wayne State College 1968 — 1969
None, Biology, General
Aidan Considine Aidan Considine's Strategic Wealth Management Group, LLC Experience May 2011 - August 2011
Job Treasury Trader at Credit Agricole CIB
Industry Investment Banking
Experience
Crédit Agricole CIB June 2014 - Present
Morgan Stanley August 2013 - June 2014
Strategic Wealth Management Group, LLC May 2011 - August 2011
KOUMON LEARNING CENTER January 2011 - May 2011
COLUMBIA AQUATICS ASSOCIATION May 2006 - August 2010
Skills
Business, Microsoft Office, HTML, Email, Morningstar, Laser Scanning, Stata, Finance, Economics, Trade Finance, Fixed Income Analysis, Fixed Income trade/..., Corporate Finance, PowerPoint, Bloomberg Terminal, Fixed Income, Microsoft Word, Valuation, Financial Modeling, Financial Analysis, Trading, Bloomberg, Risk Management, Financial Reporting, Quantitative Analytics, Bonds, Financial Accounting, Research, Management
Education
University of Maryland College Park 2011 — 2013
Bachelor of Arts (B.A.) Economics, Economics and Business Finance
The American University of Rome 2012 — 2012
Howard Community College 2011 — 2011
Associate's degree, Business Administration and Management, General
University of Pittsburgh 2008 — 2011
Bachelor of Science (B.S.), Finance & Economics
DeMatha Catholic
Crédit Agricole CIB June 2014 - Present
Morgan Stanley August 2013 - June 2014
Strategic Wealth Management Group, LLC May 2011 - August 2011
KOUMON LEARNING CENTER January 2011 - May 2011
COLUMBIA AQUATICS ASSOCIATION May 2006 - August 2010
Skills
Business, Microsoft Office, HTML, Email, Morningstar, Laser Scanning, Stata, Finance, Economics, Trade Finance, Fixed Income Analysis, Fixed Income trade/..., Corporate Finance, PowerPoint, Bloomberg Terminal, Fixed Income, Microsoft Word, Valuation, Financial Modeling, Financial Analysis, Trading, Bloomberg, Risk Management, Financial Reporting, Quantitative Analytics, Bonds, Financial Accounting, Research, Management
Education
University of Maryland College Park 2011 — 2013
Bachelor of Arts (B.A.) Economics, Economics and Business Finance
The American University of Rome 2012 — 2012
Howard Community College 2011 — 2011
Associate's degree, Business Administration and Management, General
University of Pittsburgh 2008 — 2011
Bachelor of Science (B.S.), Finance & Economics
DeMatha Catholic
Shaun Eddy Shaun Eddy's Strategic Wealth Management Group, LLC Experience May 1992 - Present
Job Strategic Wealth Management Group, LLC (Partner)
Industry Financial Services
Experience
Strategic Wealth Management Group, LLC May 1992 - Present
Skills
Wealth Management, Personal Financial..., Retirement Planning, Strategic Financial..., Asset Management, Investments, Investment Advisory, Portfolio Management, Estate Planning, Small Business, Financial Advisory, Financial Analysis, Financial Planners, Retirement, Wealth, Succession Planning, Business Planning, Certified Financial..., AIF
Education
College for Financial Planning 2003 — 2006
Masters Degree, Financial Analysis
University of Maryland College Park
Bachelor of Science
Strategic Wealth Management Group, LLC May 1992 - Present
Skills
Wealth Management, Personal Financial..., Retirement Planning, Strategic Financial..., Asset Management, Investments, Investment Advisory, Portfolio Management, Estate Planning, Small Business, Financial Advisory, Financial Analysis, Financial Planners, Retirement, Wealth, Succession Planning, Business Planning, Certified Financial..., AIF
Education
College for Financial Planning 2003 — 2006
Masters Degree, Financial Analysis
University of Maryland College Park
Bachelor of Science
Ken Karnovsky's Strategic Wealth Management Group, LLC Experience 2007 - 2010
Job Level 2 Candidate in the CFA Program. Program and Management Evaluator.
Industry Government Administration
Experience
Strategic Wealth Management Group, LLC 2007 - 2010
M&I Bank 2006 - 2006
Morgan Stanley 2004 - 2005
Madison Metro Transit 2003 - 2004
Wisconsin Dept. of Corrections 1999 - 2002
New York City Transit 1998 - 1998
Institute of Labor & Industrial Relations 1997 - 1998
Student 1995 - 1997
Toronto Transit Commision 1979 - 1995
Law Office of Janice Azoulay 1990 - 1993
Education
The University of Texas at Austin
BA, Psychology & Economics
University of Illinois at Urbana-Champaign
Master's Degree, Labor & Industrial Relations
University of North Texas
Strategic Wealth Management Group, LLC 2007 - 2010
M&I Bank 2006 - 2006
Morgan Stanley 2004 - 2005
Madison Metro Transit 2003 - 2004
Wisconsin Dept. of Corrections 1999 - 2002
New York City Transit 1998 - 1998
Institute of Labor & Industrial Relations 1997 - 1998
Student 1995 - 1997
Toronto Transit Commision 1979 - 1995
Law Office of Janice Azoulay 1990 - 1993
Education
The University of Texas at Austin
BA, Psychology & Economics
University of Illinois at Urbana-Champaign
Master's Degree, Labor & Industrial Relations
University of North Texas
Dennis Suckstorf's Strategic Wealth Management Group, LLC Experience September 1998 - September 2007
Job Owner at Suckstorf Financial Consulting LLC
Industry Financial Services
Experience
FAI Wealth Management September 2008 - Present
Suckstorf Financial Consulting LLC February 1997 - Present
Strategic Wealth Management Group LLC September 1998 - September 2007
Devitt Financial Services February 1996 - September 1998
Skills
Estate Planning, Federal and State..., Life Insurance Planning, Investment Advisory..., Cash Flow Planning, Debt Management, College Education..., Life Insurance, Tax, Cash Flow Forecasting, Strategic Financial..., Fixed Annuities, Wealth Management, Financial Planners, Investments, Financial Planning, Tax Preparation
Education
College for Financial Planning 1999 — 1999
Certified Financial Planner (CFP(R)) Certificant, Financial Planning and Services
The American College 1997 — 1998
Chartered Financial Consultant (ChFC(R)), Financial Planning and Services
University of Maryland University College 1974 — 1982
None, Psychology and Counseling
State University of New York at Albany 1980 — 1980
Bachelor of Arts (BA), Counseling and Human Relations
Battle Creek High School NE 1964 — 1968
High School
FAI Wealth Management September 2008 - Present
Suckstorf Financial Consulting LLC February 1997 - Present
Strategic Wealth Management Group LLC September 1998 - September 2007
Devitt Financial Services February 1996 - September 1998
Skills
Estate Planning, Federal and State..., Life Insurance Planning, Investment Advisory..., Cash Flow Planning, Debt Management, College Education..., Life Insurance, Tax, Cash Flow Forecasting, Strategic Financial..., Fixed Annuities, Wealth Management, Financial Planners, Investments, Financial Planning, Tax Preparation
Education
College for Financial Planning 1999 — 1999
Certified Financial Planner (CFP(R)) Certificant, Financial Planning and Services
The American College 1997 — 1998
Chartered Financial Consultant (ChFC(R)), Financial Planning and Services
University of Maryland University College 1974 — 1982
None, Psychology and Counseling
State University of New York at Albany 1980 — 1980
Bachelor of Arts (BA), Counseling and Human Relations
Battle Creek High School NE 1964 — 1968
High School
Krystyn Seronka's Strategic Wealth Management Group, LLC Experience 2010 - Present
Job Technology and Operations Administration Assistant at Strategic Wealth Management Group LLC
Industry
Experience
Strategic Wealth Management Group LLC 2010 - Present
Skills
Project Management, Leadership, Public Speaking, Research
Education
Seton Hill University 2010 — 2014
Bachelor of Arts (B.A.), Early Childhood Education and Teaching
Strategic Wealth Management Group LLC 2010 - Present
Skills
Project Management, Leadership, Public Speaking, Research
Education
Seton Hill University 2010 — 2014
Bachelor of Arts (B.A.), Early Childhood Education and Teaching