Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

close

Team photo for Strategic Financial Group
Team photo for Strategic Financial Group

View Larger


Our advisors

Advisor photo for Derek Schanhofer

Derek Schanhofer

MSFS, CFP®, CFS®, APMA®, CLTC®

Private Wealth Advisor

President of Strategic Financial Group
Learn more about Derek Schanhofer Visit Derek Schanhofer's website
Advisor photo for Travis Price

Travis Price

APMA®

Financial Advisor

Chief Operating Officer of Strategic Financial Group
Learn more about Travis Price Visit Travis Price's website
Advisor photo for Luke Davis

Luke Davis

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Luke Davis Visit Luke Davis's website
Advisor photo for Kyle Santos

Kyle Santos

APMA®

Financial Advisor

Learn more about Kyle Santos Visit Kyle Santos's website


Our team

Sarah Will

Sarah Will

Client Service Specialist

Hillary Mershon

Hillary Mershon

Client Service Specialist

Bernadette Phelan

Bernadette Phelan

Client Service Specialist