Team profile

What you can expect when you work with us

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with us, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
Get started

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Retirement Income Strategies
  • Insurance
  • Saving for Education
  • Executive Compensation and Benefit Strategies

Awards & recognition

  • Derek Schanhofer, Forbes Best-in-State Wealth Advisors, 2022-2025
  • Strategic Financial Group, Ameriprise Client Experience Award, 2020 - 2024
  • Derek Schanhofer, Ameriprise Circle of Success, 2017-2024

Honored to be recognized in Forbes

Congratulations, Derek Schanhofer, for being included on the 2025 Forbes Best-in-State Wealth Advisors list. All of us at Strategic Financial Group are proud of this tremendous recognition, as it reflects our shared commitment of providing our clients with advice and support they can count on. A sincere thank you to our clients for your continued trust and to Forbes for the recognition.