ABOUT OUR FIRM

Decades of Trusted Financial Guidance

Financial Strategies Group has remained family-owned and operated for over 40 years. Built on generational client relationships, we proudly serve grandparents, parents, and children—offering continuity and trust across every stage of life. Our advisors specialize in investment management, retirement planning, and insurance strategies, each bringing a unique approach to financial planning. Using time-proven methods, we craft personalized strategies that adapt as your financial goals evolve.


FIND THE RIGHT ADVISOR

Specialized Guidance for Every Goal

Learn more about our team and schedule a complimentary consultation with the advisor who aligns with your goals.

Michael Young, Financial Advisor

Michael Young, CFP®

Financial Advisor

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Craig Rottman, Financial Advisor

Craig Rottman

Financial Advisor

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Doug Schmitz, Financial Advisor

Doug Schmitz

Financial Advisor

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Doug Schmitz, Financial Advisor

Austin Avery

Financial Advisor

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OUR SUPPORT STAFF

A Team That Supports Your Success

Ashley, Service Assistant

Amanda Wurtz

Client Relationship Manager

Amanda thrives on building relationships with clients as she assists with their account needs and contacts clients for financial reviews. She’s been with FSG since 2024.