Team
Our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our team of financial professionals can help you address:
- Investing principles and strategies
- Retirement investing and distribution strategies
- Estate conservation issues
- Risk management
We also can answer your questions, including:
- Can I retire early?
- Are my investments working hard enough?
- What’s the best 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 specialize in creating an approach that is designed to address your individual situation.
SWAG Team
Jeremy Olen, CFA
Managing Partner and Chief Investment Officer
As an owner and Managing Partner of The Financial Services Network and Chief Investment Officer of Strategic Wealth Advisors Group (SWAG), Jeremy is responsible for supporting all Network advisors in how to best leverage investment...
Jeff Schnoebelen
Vice President, Porfolio Consulting
Christopher Mercado, MBA, CFP®, CIMA, AIF
Managing Partner and Chief Investment Strategist
As an owner and Managing Director of The Financial Services Network, Christopher is responsible for leading the Business Development initiatives within the organization, which includes the recruitment of new advisors, offices and...