Our Firm

We are a full-service financial firm committed to helping people pursue their financial goals. We offer access to a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help pursue them by providing sound financial information.

 

Please call us if you have any questions about our firm or the range of financial products and services we offer access to. Our firm has a relationship with a variety of financial services companies, so if we don't have access to a product or service, we may know a group that does.

 

John O'Neill CFP®, RICP®, AIF®

 

As the Managing Director of Strategic Financial Partners, John has the responsibility of overseeing all corporate employee benefits, Individual Planning, and growth of the business.

 

John began his career as a financial advisor with Morgan Stanley. He later joined Principal Financial Group® as a Senior Representative in the Employee Benefits division. During his career, John has achieved his Certified Financial Planner certification. 

 

Dave began his career as a financial advisor over 25 years ago with a focus on protecting individuals and companys with plans to aid in the the times of loss in either earning or life. He has dedicated his practice to proving the solutions for those trying times. A father of two, Dave understands the need to plan for those dificult situations. 

With his dedication to the industry Dave has earned his Certified Life Underwriter and his Retirement Income Certified Professional designations.

 

Kathleen Teague 

Kathleen has over thirty year of experience in the financial service industry. She has thousand process their retirement paperwork and account information. She is looking to be an assistance to your needs.