1243 Alpine Road
We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
We also can answer your questions, including:
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.
Managing Director, CERTIFIED FINANCIAL PLANNER™
Don Faul has over two decades of experience in the financial services industry marked by a passion for personal finance combined with an entrepreneurial background. He has specialized in assisting business owners and guiding families...
Planning Support Specialist
As Planning Support Specialist, Chad supports the advisors with financial planning case work, including para planning, tax planning, income and retirement planning. He also assists with asset analysis and data management for all...
As our Client Operations Specialist, Joelle has a comprehensive knowledge of compliance, operations, and services. She provides top-notch operational support and ensures the accuracy and completion of all procedures generated through...
Chief Investment Officer, Strategic Wealth Advisors Group
Jeremy graduated from the University of Michigan in 1992 with degrees in both Mathematics and Actuarial Science. His career began in the field of technology as an Executive and Risk Manager that culminated into the successful sale of...
Vice President, Portfolio Consulting, Strategic Wealth Advisors Group
Hao is a member of our Portfolio Consulting Team responsible for focusing on portfolio design, trade execution, and portfolio administration.