Strategic Financial Group
Company Profile
Categories:Insurance
Phone:
Products:Financial Services, Group Policies
Who has worked at Strategic Financial Group
| Position at Strategic Financial Group | Previous job position | |
|---|---|---|
| Alyssa Wheeling | Marketing DirectorSince Feb 2007 |
|
| Andrew Traw | Financial Rep |
|
| Ben Haymart | Senior PartnerSince Oct 2007 |
Walnut Street SecuritiesRegistered Representative Since Oct 2007 |
| Brandon Tanke | AssociateSince 2010 |
Dr Pepper Snapple GroupMerchandiser, Sales Manager 2008 - 2010 |
| Chris Ingersoll | Agency Supervisory Officer |
|
| Christopher Wachs | Insurance ConsultantSince Apr 2009 |
Bankers Life and CasualtyInsurance Consultant Sep 2007 - Mar 2009 |
| Daisy Mendoza | Financial Services ProfessionalSince Feb 2010 |
Northwestern Mutual Financial NetworkFinancial Representative Aug 2006 - Feb 2010 |
| Ed Gines | FounderSince Aug 2011 |
Mass Mutual Financial GroupFinancial Advisor May 2008 - Aug 2011 |
| Fred Spicknall | Managing DirectorSince Jan 2009 |
|
| Heriberto Luna | Financial ConsultantSince Jun 2001 |
|
| Jackie Mcmenimon | Office ManagerSince May 2013 |
Robbins Financial GroupOffice Manager May 2012 - Apr 2013 |
| James Rosebrough | President/CEOSince Nov 2009 |
LPL FinancialRegistered Investment Advisor Since Jun 2000 |
| Javier Murphy | Financial Intern |
|
| Jenniqua Reed | RecruiterSince Jul 2011 |
Realty Kings PropertiesReal Estate Agent Since Feb 2011 |
| Jeremy Dicker | Owner |
|
| Jim Oliver | OwnerSince Dec 1988 General Agent/ PresidentSince Dec 1988 |
Strategic Financial GroupGeneral Agent/ President Since Dec 1988 |
| Kayla Troth | Administrative AssistantSince 2011 |
QC Mortgage Services IncBookkeeper Since 2010 |
| Lin Wang | Associate Financial Representative |
|
| Michael Waxberg Clu, Chfcã®, Cfpã® | Wealth Management AdvisorSince 1998 |
|
| Nancy Breymeier | Owner |
Amore CoffeeCo Owner Since 2005 |
| Omar Baig | Senior PartnerSince Oct 2007 |
|
| Patricia Himel | Underwriter |
|
| Phyllis Martin | Financial Services RepresentativeSince 2004 |
Phyllis Martin, Certified Public AccountantCPA, Sole Proprietor and Consultant 1990 - 2006 |
| Robin Stewart | Financial Representative |
Northwestern Mutual Financial NetworkOwner |
Former Employees
| Position at Strategic Financial Group | Next job position | |
|---|---|---|
| Andrea Schaffer, Cluã® Chfcã® | Financial AdvisorOct 1995 - Aug 2006 |
Pacific AdvisorsFinancial Advisor, Park Avenue Securities Since Sep 2006 |
| Andrew Meese | InternshipMay 2009 - Aug 2009 |
|
| Beth Harris | Director of Recruitment Director of Recruiting and Development2007 - 2011 |
Gen NextRegional Director, Los Angeles Since Apr 2012 |
| Billy Patterson | Financial Intern2007 - 2008 |
|
| Blake Yocom | Wealth Management InternMay 2008 - Dec 2008 |
Standard & Poor'sMunicipal Credit Analyst Since Aug 2009 |
| Boyd Easley | Financial RepresentativeJan 2008 - Apr 2010 |
Lacova Capital Group, LLC.Director of Acquisitions Since Dec 2012 |
| Brianna Lesh | Financial RepresentativeMay 2007 - May 2008 |
Azusa Pacific UniversityResearch Assistant Since Nov 2009 |
| Brianna Pack | Financial RepresentativeMay 2007 - May 2008 |
|
| Clayton Karges | ||
| Clint Lister | Finance InternJan 2009 - May 2009 |
Credit SuisseOperations Analyst Since Nov 2011 |
| Denise Reed | OwnerSince Oct 2007 |
Strategic Financial Group, LLCSenior Partner Since Nov 2007 |
| Ed Wirtz | Wealth Management AdvisorSep 1991 - Apr 2008 |
TAG Financial and Insurance Services LLCManaging Director Since Apr 2008 |
| Eric Rogers | Financial Advisor2008 - 2009 |
Statebridge Company/Waterfall Asset ManagementPortfolio Manager, Loss Mitigation Since Aug 2011 |
| Felicia Sprattling | Accounts PayableFeb 2003 - Jul 2005 |
|
| Giancarlo Delon | Intern2010 - 2010 |
ExelOperations Supervisor Since Sep 2011 |
| Grace Castillo | Accounts Payable Clerk2004 - 2005 |
American College of RheumatologyCoordinator, Accounting Since Apr 2012 |
| Greg Spangler | Financial Advisor1998 - 2002 |
Sierra Wealth Group, LLCFinancial Advisor Since 2010 |
| Heather Macphee | Business AnalystMay 2006 - Oct 2007 |
KLONE LAB, LLCFinancial Controller Since Aug 2012 |
| Heather Schwarzbach | Finance & Operations CoordinatorJan 2009 - Jun 2010 |
Martha Turner PropertiesMarketing Agent Since Jan 2012 |
| Hien Pham | Intern/Broker2007 - 2008 |
RestrictedRestricted Since Apr 2004 |
| Jeffrey Langlois | Financial Planning Staff AssistantApr 2007 - Dec 2009 |
Merrill EdgeService Elevation Investment Specialist Since Mar 2012 |
| Jeffrey Riesenfeld | Financial Services2008 - 2009 |
|
| Jimmy Miller | Special Care PlannerFeb 2009 - Nov 2011 |
WeatherfordU.S. Business Development Artificial Lift Systems Since Apr 2012 |
| John Reedy | Licensed Financial AssistantJan 2007 - Dec 2007 |
FedEx GroundPickup & Delivery Manager Since Sep 2012 |