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Team

Our Process
Our History

At our firm, we believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

We can help you address:

Investing principles and strategies
Retirement investing and distribution strategies
Estate conservation issues
Risk management analysis

We also can answer your questions, including:

Can I retire early?
Are my investments working hard enough?
What’s a good approach for college savings?
What are the elements of a sound estate strategy?
Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 

Shawn A. Manuel

Financial Planner

(573) 693-9337

(888) 488-2501

smanuel@swealthinc.com

Shawn is a licensed financial planner, and founder of Strategic Wealth Inc, currently serving clients across 21 states from beautiful Lake of the Ozarks, MO. He has 21 years of financial services experience, including bank management,...
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Rodney Graham

Financial Planner

760-978-7272

1-888-488-2501

rgraham@swealthinc.com

Rodney started his career in the financial services industry in 1998 and is now a licensed financial planner. Rodney's experience includes insurance, investments, financial planning, and over 10 years of leading highly successful...

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Erin Manuel

Firm Administrator

573-693-9337

888-488-2501

emanuel@swealthinc.com

Olivia Manuel

Administrative Assistant

573.693.9337

888.488.2501

omanuel@swealthinc.com

Clara Manuel

Administrative Assistant

573-693-9337

888-488-2501

cmanuel@swealthinc.com

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