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.
Michael Young, CFP®
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!
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.
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.
Ashley Grundman joined Financial Strategies Group in 2017 as a Service Assistant. She works hard to make sure that client needs are met in the best way possible.
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.
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.
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.