Get To Know Your SWI Team!

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
(888) 488-2501
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...
Rodney O. Graham II
Financial Planner
(888) 488-2501
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...
Erin L. Manuel
Co-Owner & Director of Operations
(888) 488-2501
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...
Olivia G. Manuel
Paraplanner
(888) 488-2501
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...
Eva M. Manuel
Administrative Assistant & Bookkeeper
1.888.488.2501
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...