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 & Operations Manager

(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

Olivia G. Manuel

Paraplanner

(573) 693-9337

(888) 488-2501

omanuel@swealthinc.com

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...

Read more

Clara A. Manuel

Director of Client Experience

(573) 693-9337

(888) 488-2501

cmanuel@swealthinc.com

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...

Read more

Eva M. Manuel

Office Assistant & Bookkeeper

573.693.9337

1.888.488.2501

evamanuel@swealthinc.com

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...

Read more
Schedule time with Shawn