Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

Derek Schanhofer, Private Wealth Advisor serving the De Pere, WI area - Ameriprise Advisors

Derek Schanhofer

CFP®, MSFS, CFS®, APMA®, CLTC®

Private Wealth Advisor

President of Strategic Financial Group
Learn more about Derek Schanhofer Visit Derek Schanhofer's website
Kurtis Larson, Financial Advisor serving the De Pere, WI area - Ameriprise Advisors

Kurtis Larson

CFS®, CRPC®

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Kurtis Larson Visit Kurtis Larson's website
James Koetting, Financial Advisor serving the De Pere, WI area - Ameriprise Advisors

James Koetting

Financial Advisor

Learn more about James Koetting Visit James Koetting's website

Our team

Sarah Hannon

Sarah Hannon

Executive Assistant

Beth Nantelle

Beth Nantelle

Client Service Specialist,

Administrative Assistant
Sara Schmelzer

Sara Schmelzer

Client Relationship Manager

Michael Mccole

Michael Mccole

Business Development Director

Sarah Lueschow

Sarah Lueschow

Marketing Specialist

Luke Davis

Luke Davis

Financial Planning Assistant