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™

Tyler Everett

Financial Advisor, PAS LLC

Amber Edwards

Client Services for John Lentz

Sara Martins

Administrative Assistant for John Lentz

Martha Clemons

Client Support for David Grulich + Nick Chason

Barb Elder

Client Services/Communications for David Grulich + Nick Chason

Katherine Nerona-Balog

Marketing and Communications

Laurah Allcorn

Office Operations


Compliance number: 356

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

Important Disclosures

 

2019-72616 Exp.1/21