Our Team

John W. Lentz, VII ChFc

Financial Advisor, PAS LLC

David Grulich

Financial Advisor, PAS LLC

Nicholas Chason

Financial Advisor, PAS LLC

Grace Martin

Financial Advisor, PAS LLC

Shari True

Operations Manager

Haley Spell

Client Services Manager

Katherine Nerona-Balog

Director, Communications and Marketing

Elizabeth Jones

Director of Client Support and Services

Kelly Todd

Director, New Business

Martha Clemons

Stephanie Carrejo

Case Planner

Julyana Dawson

Director of First Impressions/Receptionist

Michael Amores

Director of First Impressions/Receptionist

Sindee Daris

Director of First Impressions/Receptionist


Compliance number: 222

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.

This material is intended for general public use. By providing this material, we are not undertaking to provide investment advice for any specific individual or situation, or to otherwise act in a fiduciary capacity. Please contact one of our financial professionals for guidance and information specific to your individual situation.

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 2005-2017 Guardian

Important Disclosures

 

2017-34393 Exp.1/19