Ida Sameri
Britanny Sloan
Anna Dashkevich CFP®
Bryan Smith, ChSNC™
Bryan Smith is a Financial Advisor for Strategic Financial Group. He works with families to develop customized Life Care Plans using unique and personalized strategies that seek to help maximize financial efficiency. He strives to build lifelong relationships with all of his families based on trust, respect, and ongoing advice on holistic Life Care and […]
Scotti Sulak
Sam Stritchko
Mary DeBerardinis
From Buffalo, New York (GO BILLS!) Moved to Houston, TX in 2013 after husband’s retirement
Dan Diamond CFP®
Dan Diamond is Strategic Financial Group’s Director of Investments & Financial Planning. Dan is a Certified Financial Planner (CFP®) professional and has over 20 years of experience in the financial services industry. In addition to financial planning, Dan specializes in investments and designing workplace retirement plans. Dan started in the financial services industry in 1993. […]
Matthew Williams
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their […]
Marshall Bennett
Born and raised in Clear Lake, Texas, Marshall Bennett is a dynamic senior thought leader possessing a proven track record of superior performance, with expertise in Organizational Leadership, Program Execution, Strategic Brand Planning, Major Client Relations, Communications Management, Data Insight, Stakeholder Engagement, Negotiations, and Compliance Beginning his career with a local Houston area credit union […]