3736 Osage Beach Parkway
Experience a team approach that emphasizes:
Founder, Financial Planner
As a licensed financial planner and the founder of Strategic Wealth, Inc., I'm proud to have the opportunity to serve clients in over 20 states from beautiful Lake of the Ozarks, Missouri. I’m a veteran in the financial services...
Hello! I’m Rodney Graham and am a proud member of the Strategic Wealth, Inc. family. I began my financial services career in 1998 and have known Shawn Manuel for over 25 years. He and I managed banks together for Arvest Bank...
Co-Owner & Operations Manager
My responsibilities include the management and global operations of Strategic Wealth, Inc. Within my roles as co-owner and Operations Manager, I ensure that our personnel, processes and systems are working in sync. The combination of...
In my role as Paraplanner, I’m responsible for our comprehensive financial planning processing from A-Z. I keep all clients informed throughout the process, which includes requesting what is still needed and the remaining steps...
Director of Client Experience
As the Director of Client Experience, I am responsible for all aspects of client communication, process and ensuring we maintain the highest level of client care and attention to detail. In my role, I create and prepare documents for...
Office Assistant & Bookkeeper
Hello! My name is Eva and I work as the Office Assistant and Bookkeeper at Strategic Wealth, Inc. In collaboration with the Directors of Operations and Client Experience, I work to ensure that no client care details are overlooked and...
Business Development & Para Planner