WITH FINANCIAL STRATEGIES GROUP
OUR TEAM AT FINANCIAL STRATEGIES GROUP
Experience Driven Management
At Financial Strategies Group, our success is only possible because of an experienced team of financial management and investment professionals.
Our team specializes in many areas of business management, financial investment, risk management and retirement planning that directly impacts our clients’ financial success.
MEET OUR FINANCIAL ADVISORS
Mark V. Young
Mark Young is a Financial Advisor at Financial Strategies Group. You’ll find that Mark appreciates a good cup of coffee but even more so enjoys his visits with his clients. He is conservative and understands good solid investing practices.
Although Mark Young would tell you that he is just the head custodian and coffee maker, his leadership at Financial Strategies Group has led them to become very successful. But he still makes the coffee at times.
Mark founded Financial Strategies Group in 1986 and reached out to many clients who were looking for someone who could understand their conservative nature - especially with their investments. He began by researching and identifying mutual funds that had above average performance with below average risks. In 1997, Mark began fee based management utilizing this research.
Mark has a deep well of experience and knowledge with finances and investments and generously passes that on to his clients as their financial advisor. He enjoys that just as much as a great cup of coffee. As you get to know Mark, you will begin to notice that he has a deep desire to help his clients succeed in their goals.
Mark Young has garnered much wisdom and understanding in finances and life over the past many decades and attended formal schooling at NDSSS, UMD, and USCG Tracen Leadership and Management School.
He holds security licenses 7, 63, 24 and 51.
Getting To Know Mark
Mark has many interests when not at his desk at Financial Strategies Group. He enjoys spending his time with his wife Barb and their four kids and 11 grandkids. He is excited to see his eldest son, Mike, taking the reins at Financial Strategies Group. Mark loves reading the Bible and being active at his church. Mark is also a member of antique car clubs and a vintage wood boat club and finds time to drive classic cars and sail in some dapper vessels.
Hobbies & interests: Rebuilding, repairing and running old cars and boats
Bucket List: Do the “Great Loop”
Favorite Food: Licorice, especially Brach’s Jelly Beans
Favorite Book: The Bible
Like to Visit: Newfoundland by boat
Favorite Movie: No time for movies
Hidden talent: Cleaning and organizing - very, very well hidden talent
Michael Young, CFP®
Not only is Mike Young involved in the success of Financial Strategies Group, he dedicates his time and energy to help clients become successful financially.
Since joining Financial Strategies Group in 1999 as a service assistant, he earned the CERTIFIED FINANCIAL PLANNER™ certification in 2006 and now reaches out to many clients to help them.
Mike has the skill of being able to listen well to his clients. As they explain their story, he takes their financial goals and fashions a plan that meets those goals. He is satisfied when they are satisfied.
Mike Young earned a B.S. in Mathematics from Northwestern College (now University) in St. Paul, MN.
Getting To Know Mike
You will find that Mike has invested in more than the markets. His family is important to him and he invests his off-time into his wife, Sue, and his three children. They enjoy camping, taking walks , playing games among other relaxing activities. Mike actively volunteers at his church.
Hobbies & interests: Camping, walks, board games
Craig Rottman joined Financial Strategies group in 2003 and serves as a Financial Advisor to many clients. Craig is a Dave Ramsey SmartVestor Pro (SVP) for investing in Grand Forks, Fargo, Jamestown, and Wahpeton, North Dakota and surrounding areas as well as East Grand Forks, Detroit Lakes, Moorhead, Fergus Falls, and Bemidji, Minnesota and surrounding areas.
Craig Rottman spent the first 20 years of his career as a physicist. He transitioned his way into the investments field by teaming up with Financial Strategies Group in 2003.
Craig excels at helping people connect the dots when it comes to finances and investments. He sees that by giving his clients the tools to be better managers, he helps them become successful at growing their investments.
A strong characteristic of Craig is that he enjoys being able to increase his own knowledge of economics and the markets to help make informed decisions for Financial Strategies Group clients.
Craig Rottman gives insights on personal budgeting and helps interested parties with their investments as a Dave Ramsey SmartVestor Pro (SVP) for investing in Grand Forks, Fargo, Jamestown, and Wahpeton, North Dakota and surrounding areas as well as East Grand Forks, Detroit Lakes, Moorhead, Fergus Falls, and Bemidji, Minnesota and surrounding areas. Read about SmartVestor Pros.
Craig Rottman received a B.A. in Physics at Calvin College in Grand Rapids, MI, then earned his M.S. and Ph.D. in Physics at the University of Illinois in Urbana.
Getting to Know Craig
Craig spends his off-time enjoying life with Lori, his wife of 32 years. They often travel to visit their two children and their families in Colorado and Utah. Craig also volunteers his time at his church.
Hobbies & interests: Word puzzles, travel, learning French, and riding his Vespa throughout Fargo
Bucket List: A trip to France
Favorite Food: Breaded shrimp
Favorite Book: Sorry, not much of a reader
Like to Visit: Africa
Favorite Movie: Oscar
Hidden talent: Learning the intricacies of the English language
Douglas Schmitz has served clients throughout the Midwest for over twenty years and joined Financial Strategies Group in 1992.
Douglas Schmitz has served clients throughout the Midwest for over twenty years and joined Financial Strategies Group in 1992.
He has a depth of experience in retirement planning, education funding, risk management and developing strategies for cost-effective transfers of assets involving multiple generations. In addition to his other duties, Doug serves as a Financial Advisor to a group of clients.
Douglas has earned an A.S. from the University of Minnesota, Crookston and a B.S. in Agricultural Economics with an emphasis in Finance from North Dakota State University.
Tawna Hermanson serves as a Financial Advisor at Financial Strategies Group. Her approach to advising is one of a teacher - helping others to learn how to manage their finances well. As a Dave Ramsey SmartVestor Pro (SVP), Tawna loves to help individuals and families think through their finances and coach them toward their goals.
Read Tawna's compelling My Dave Story about her journey to freedom from debt!
Tawna Hermanson began her career at Financial Strategies Group in 2008 as a Service Manager, then in 2012 became a licensed Financial Advisor. Tawna is pleased to also serve as a Dave Ramsey SmartVestor Pro (SVP) for Williston, Minot, Bismarck, Dickinson, Jamestown, Wahpeton, and Fargo, North Dakota and surrounding areas as well as Moorhead, Fergus Falls, Detroit Lakes, and Breckenridge, Minnesota and surrounding areas. Read about SmartVestor Pros.
Shortly after graduating from North Dakota State University, Tawna read The Total Money Makeover by Dave Ramsey and started following Ramsey’s biblically based principles. This motivated her to pay off all her student loans in 16 months. This passion has followed her through her career as a Financial Advisor at Financial Strategies Group.
Money problems create worry. Tawna sees people anxiously asking questions like:
“Are we ever going to be able to retire?”
“Can we afford to have another baby?”
“How are we going to pay for ______?”
Tawna knows that this worry could easily be ended with a little guidance from a financial advisor and some dedication to take control of their money.
One of Tawna’s strengths is to see the potential in people - they are capable of so much more than what they think. Having a financial plan and someone to keep them accountable can completely change a person's life.
Tawna loves seeing people take control of their money and become financial leaders in their families. She wants to help people improve their financial situations so they can enjoy the fruits of their labor, change their family tree and leave a legacy.
Tawna attended NDSU and received a B.S. in Accounting with minors in English and Fraud Examination.
Getting To Know Tawna
Tawna enjoys life with her husband Derick and their daughter Josie. Spending time with family and reaching people for Christ are priorities in Tawna’s life. She is a runner with four half marathons under her shoes.
Hobbies & interests: Family, reading, snowboarding, running, hiking, camping, being outside
Bucket List: Learning how to surf
Favorite Food: Anything Italian
Favorite Book: The Total Money Makeover by Dave Ramsey
Like to Visit: Norway, Washington D.C., New York City
Favorite Movie: Gladiator
Hidden talent: She’s an artist and loves to write, draw and paint
As a financial advisor at Financial Strategies Group, Kevin Davison knows that things have to make sense in order for a client to be comfortable investing their money. With a career background in statistics and market research, Kevin understands that there are so many numbers to consider that it can challenge even the most seasoned investor.
Kevin’s expertise helps him sort through the numbers and use them to present a clearly defined path for each client. He understands that no two clients are the same, and no two paths are the same.
After graduating from Iowa State University with a degree in statistics and animal science, Kevin spent the early part of his first career involved in market research for the USDA, state government and private businesses. In 1996, he joined Financial Strategies Group as the marketing manager, and served in this role until early 2000.
Now back at Financial Strategies Group, Kevin is excited to build and maintain his own group of clients. He looks forward to providing top level service with the help of the caring, knowledgeable and experienced staff at Financial Strategies Group.
BS Degree in Statistics – Iowa State University 1983
Kevin has earned the Series 7 and Series 66 securities licenses. He also has earned licenses in North Dakota to provide annuities, as well as life, health and accident insurance.
Getting To Know Kevin
Hobbies & interests: Home remodeling and fitness
Bucket List: Tour the United States by motorcycle
Favorite Food: A good steak with all the fixin’s
Favorite Book: StrengthFinders 2.0 by Tom Rath
Like to Visit: Italy
Favorite Movie: The Man from Snowy River
Hidden talent: Cooking
MEET OUR STAFF MEMBERS
Dannie Ewalt entered into the financial industry while serving with a bank in Bend, Oregon. Then in 2007, she found Financial Strategies Group and joined the team as a Service Manager.
Dannie is the type of person who is energized by helping people. That is why she does so well as a service manager with Financial Strategies Group.
Dannie Ewalt began in the financial industry when serving with a bank in Bend, Oregon. In 2007, she found Financial Strategies Group and joined the team, bringing with her a host of experience.
As a service manager, Dannie visits with clients about questions they may have regarding their account including understanding their statements and any literature they may receive.
Getting To Know Dannie
Dannie is married to Kevin and they have one son and one daughter. Spending time with family is very important to Dannie.
Hobbies & interests: Girl Scout troop leader, camping, shopping, crafts, and especially playing with her kids
Bucket List: Take an Alaskan cruise
Favorite Food: Fetucinni Alfredo
Favorite Book: I don't take the time to read any more!
Like to Visit: East Coast
Favorite Movie: Pretty Woman
Hidden talent: I'm a great multi-tasker!
Melissa Mortenson joined Financial Strategies Group in 2012 as a Service Assistant. She works hard to make sure that client needs are met in the best way possible.
As a Service Assistant at Financial Strategies Group, Melissa is responsible for client communication, business processing and record management.
Melissa graduated from Minnesota State University Moorhead in December 2012 with a degree in Business Administration
Getting To Know Melissa
Melissa enjoys spending time with her husband, Chris. Loving on people is a big passion for Melissa, whether it be her family and friends or people she is meeting for the first time.
Hobbies & interests: Spending time with my family and friends, sports, reading, being outside and traveling
Bucket List: To go on an African safari
Favorite Food: Pizza... or anything chocolate
Like to Visit: Hawaii
Corinna Hanson enjoys working along side of the staff at Financial Strategies Group as an Administrative Assistant. She works hard to keep the schedules of the office advisors and to coordinate portfolio reviews with clients.
Getting To Know Corinna
Bucket List: To eat a cheeseburger in all 50 states
Favorite Food: Cheeseburgers
Like to Visit: Greece
Favorite Movie: Casablanca
Rachel thrives on meeting and helping people and fits right in at Financial Strategies Group as a receptionist since she began her time here in 2015.
Rachel Heller’s past is filled with a variety of work experiences - from clerical to graphics to being a full-time mom of five kids for a season.
Since coming to Financial Strategies Group in 2015, Rachel has fit right in as a receptionist and has made it her goal to work hard to help someone’s day to go well each day.
Rachel attended a Bible College with an emphasis on Missions. She has taken a clerical training course and a two year graphics course.
Getting To Know Rachel
Rachel lives with her husband and two of her five children - the other three are on their own now.
Hobbies & interests: Walking, reading, baking and gardening
Bucket List: Going up in a hot air balloon
Favorite Food: Ice Cream
Favorite Book: Besides the Bible, maybe Bleak House by Charles Dickens
Like to Visit: The British Isles
Favorite Movie: Nacho Libre or While You Were Sleeping
Hidden talent: She knows a few Inuit (Eskimo) phrases
Working with an advisor that is part of the Dave Ramsey Endorsed Local Provider (ELP) network cannot guarantee investment success or that financial goals will be achieved. There can be no assurance that working with a Dave Ramsey ELP will produce or achieve better results than working with an advisor not affiliated with the ELP program. Advisors that participate in this program pay a fee to belong to the program for client leads that are provided. Dave Ramsey and the Dave Ramsey Endorsed Local Provider program is not affiliated with Classic, LLC and is not sponsored or endorsed by Classic, LLC.