Broker Check

Get To Know Your SWI Team!

<br/><br/>Our family, your partners in comprehensive financial planning &#38; investment management.<br/>



Our family, your partners in comprehensive financial planning & investment management.

Experience a team approach that emphasizes:

  • Servanthood
  • Professionalism
  • Experience
  • Compassion
  • Confidence

Shawn A. Manuel

Founder, Financial Planner

(573) 693-9337

(888) 488-2501

smanuel@swealthinc.com

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...

Read more

Rodney O. Graham II

Financial Planner

(760) 978-7272

(888) 488-2501

rgraham@swealthinc.com

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...

Read more

Erin L. Manuel

Co-Owner & Director of Operations

(573) 693-9337

(888) 488-2501

emanuel@swealthinc.com

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...

Read more

Dylan Earnest

VP of Business Development & Para Planner

573.693.9337

888.488.2501

dearnest@swealthinc.com

Ori Bartlett

Financial Services Assistant

573.693.9337

888.488.2501

clientservice@swealthinc.com

Ori is a recent graduate from Central Methodist University, where he earned his Bachelor of Science in Business with a concentration in Banking & Finance. He is an avid golfer, attended CMU on a golf scholarship, and his love for the...
Read more
Schedule time with Shawn