Click here to learn more about our financial professionals by visiting FINRA's BrokerCheck.

Team

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, which currently has offices in Osage Beach and Oklahoma City, OK, and serves clients across sixteen states. He has 19 years of financial services experience,...

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Rodney Graham

Financial Planner

573-693-9337

1-888-488-2501

rgraham@swealthinc.com

Rodney brings more than 10 years of financial services experience to the team, including bank management, insurance and investments. He currently sits on the Board of Directors at EndAlz.org. Rodney is married to his high school...

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Rebecca Moyer

Firm Administrator

573-693-9337

1-888-488-2501

rmoyer@swealthinc.com

Rebecca and her family are longtime residents of the lake area, she has two beautiful children, and is active in serving in her local church. Rebecca brings to the table both banking and administrative experience, combined with a...

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Olivia Manuel

Administrative Assistant

573.693.9337

888.488.2501

omanuel@swealthinc.com

Maddie Villareal

Office Assistant/Receptionist

573.693.9337

888.488.2501

clientservice@swealthinc.com

Maddie and her fiance' recently relocated to the lake area to be closer to family, and we are excited to welcome her to our firm. Maddie has a heart for serving others, and immediately puts you at ease with her big smile and welcoming...

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