Strategic Financial Group

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.

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

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Advisors

Advisor photo for Derek Schanhofer

Derek Schanhofer

MSFS, CFP®, CFS®, APMA®, CLTC®

Private Wealth Advisor

President of Strategic Financial Group
Visit Derek Schanhofer's website
Advisor photo for Kyle Santos

Kyle Santos

APMA®

Financial Advisor

Visit Kyle Santos's website
Advisor photo for Luke Davis

Luke Davis

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Visit Luke Davis's website


Team

Sarah Will

Sarah Will

Client Service Specialist

Bernadette Phelan

Bernadette Phelan

Client Service Specialist

Hillary Mershon

Hillary Mershon

Client Service Specialist