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Team Category: Support Team

Susan Tasson

As Director of Recruiting at Strategic Financial Group, Susan specializes in connecting entrepreneurial people to an entrepreneurial career. In this role, Susan works with a wide range of people – from recent college graduates to mid-career professionals – to successfully transition to a career in financial services. Susan also helps experienced advisors to elevate their […]

Dan Diamond

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. […]

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 […]

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 […]

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