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Check the background of this firm on FINRA's BrokerCheck
Check the background of this firm on FINRA's BrokerCheck

Our Team of Financial Advisors

Check the background of these investment professionals on FINRA's BrokerCheck.

Our Support Staff

Dannie Ewalt

Dannie Ewalt

Service Manager

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

Ashley Grundman

Service Assistant

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.

Rachel Heller

Rachel Heller

Receptionist

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.

Corinna Hanson

Administrative Assistant

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.

Megan Friesz

Megan Friesz

Service Assistant

Megan Friesz has served in both the insurance and customer service industry. Joining in 2019, she works hard to make sure each client feels welcome at Financial Strategies.

Your Plan is Only as Good as the Team Behind You

We want you to be successful.  That's why at Financial Strategies Group, we have built a team of experienced professionals in investments and financial management to walk with you through each part of your finances.

Our team specializes in many areas of business management, financial investment, risk management and retirement planning that directly impacts our clients’ financial success. We listen to you, help you set goals, and celebrate your path to success in your finances.

You can reach your goals with the right team & plan.

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.

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