Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Derek Schanhofer

MSFS, CFP®, CFS®, APMA, CLTC®

Private Wealth Advisor

President of Strategic Financial Group
Learn more about Derek Schanhofer Visit Derek Schanhofer's website

Travis Price

APMA

Financial Advisor

Learn more about Travis Price Visit Travis Price's website

Luke Davis

CFP®, APMA

Financial Advisor

Learn more about Luke Davis Visit Luke Davis's website


Our team

Anthony Tremblay

Anthony Tremblay

Client Relationship Manager

Sarah Will

Sarah Will

Client Service Specialist

Hillary Mershon

Hillary Mershon

Client Service Specialist

Bernadette Phelan

Bernadette Phelan

Client Service Specialist