Our Team

John W. Lentz, VII ChFc

Financial Advisor, PAS LLC

David Grulich

Financial Advisor, PAS LLC

Nicholas Chason

Financial Advisor, PAS LLC

Grace Beach, CFP®

Certified Financial Planner™

Amber Edwards

Client Services for John Lentz

Sara Martins

Administrative Assistant for John Lentz

Martha Clemons

Client Support for David Grulich + Nick Chason

Diane Perez

Client Communications and Services for Nick Chason

Katherine Nerona-Balog

Marketing and Communications

Laurah Allcorn

Office Operations


Compliance number: 897

Securities products and services offered through Park Avenue Securities, LLC, (PAS), member FINRA, SIPC. 3664 Coolidge Court, Tallahassee, FL 32311, 850-562-9075.PAS is an indirect, wholly-owned subsidiary of The Guardian Life Insurance of America (Guardian), New York, NY. Strategic Wealth Group is not an affiliate or subsidiary of PAS or Guardian.

The Living Balance Sheet® (LBS) and the LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2019 Guardian

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2019-72616 Exp.1/21