Broker Check

Team

Jeremy Swank

Advisor

(419) 522-6636

[email protected]

I have been involved in the Financial Services industry for the last fifteen years. Additionally, I have the unique perspective of having worked for a large insurance company, one of the largest wirehouse brokerage firms, and now a...

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Rob Danuloff

Advisor

419-522-6636

[email protected]

Rob has over 18 years of experience in the Financial Services industry including time spent at global firms such as Accenture, Fidelity Investments, and JP Morgan Chase. He has a Bachelor of Science in Accounting from Case Western...

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Greg Kibler

Advisor

419-522-6636

[email protected]

Greg has been in the financial services business since 1988 and works with individuals and business owners to help them develop strategies to achieve their financial goals and objectives. Greg is a graduate of Buckeye Central High...

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Debbie Williams

Advisor

419-522-6636

[email protected]

I have worked in the Financial Services industry for over 16 years.  I work with clients to manage risk and maximize returns while providing a caring, pleasant experience.  My goal is to cover the client's total financial picture to...

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Rob Hassmann

Advisor

419-522-6636

[email protected]

Rob graduated from Lexington High School and Ashland University with a degree in Accounting and Business Management and a minor in Finance. He has been in the financial service industry for 21 years,

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At Strategic Wealth Management, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management analysis

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s a good approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

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