Jeremy McMillan
I am a licensed financial professional and experienced in business succession strategies serving families and business owners. With two decades of experience in consultative sales, risk analysis, and client relationship management, I bring a uniquely analytical approach to financial services. My background working directly with small and mid-sized business owners gives me a firsthand understanding […]
Cayman Gjerdevig
Cayman Gjerdevig is a Financial Services Professional with a strong foundation in accounting, financial analysis, and client service. A graduate of the University of Houston, where he earned his Bachelor of Business Administration in Accounting, Cayman brings an analytical mindset and a relationship-driven approach to helping individuals and families navigate their financial goals. With experience […]
Karen Blanco
Karen Blanco helps families, professionals, and business owners navigate financial complexity with greater clarity and confidence. A graduate of the University of St. Thomas in Houston, Texas, with a BA in Finance, Karen has built her practice around one core mission: helping clients protect what they’ve built and work towards creating a legacy that lasts. […]
Sarah Wilson
Sarah Wilson is a Financial Services Professional with Strategic Financial Group, a MassMutual firm. A graduate of the University of Tennessee and Charleston-based creative entrepreneur, Sarah brings a unique blend of business acumen and storytelling expertise to her financial practice. Before joining the financial services industry, Sarah built a successful career in artist management and […]
Forrest Magee
Bryant Chambers is a Financial Services Professional with Strategic Financial Group, bringing a unique blend of athletic discipline, strategic thinking, and relationship-driven service to the world of finance. A proud graduate of Howard Payne University with a degree in Finance, Bryant’s journey from student-athlete to financial professional is rooted in preparation, consistency, and a deep […]
Bryant Chambers
Bryant Chambers is a Financial Services Professional with Strategic Financial Group, bringing a unique blend of athletic discipline, strategic thinking, and relationship-driven service to the world of finance. A proud graduate of Howard Payne University with a degree in Finance, Bryant’s journey from student-athlete to financial professional is rooted in preparation, consistency, and a deep […]
Brandon Parrino
Brandon Parrino is a Financial Services Executive with Strategic Financial Group, bringing a dynamic blend of relationship-building, strategic insight, and a deep-rooted passion for helping others. Born and raised in Southern California, Brandon made Texas his home in 2013 and has spent over a decade immersed in the Lone Star State’s vibrant professional and collegiate […]
Jalen Blackmon
Jalen Blackmon, is an experienced financial professional with several years in the industry, specializing in helping individuals and families build, preserve, and transfer generational wealth. Jalen combines his in-depth knowledge risk management with a deep passion for client education. He believes that when clients understand their options, they can make decisions that align with both […]
Charles Davis
Charles Davis is a Financial Services Professional with Strategic Financial Group, where he empowers individuals and families to achieve their financial goals through clarity, strategy, and trusted guidance. With a degree in Communication Studies from Texas Tech University, Charles brings a unique ability to connect with clients, simplifying complex financial matters with empathy and precision. […]
Yu Chen
