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Your Mid-Missouri SmartVestor Pro!

The Dave Ramsey SmartVestor program is a network of financial advisors whom Dave and his team have chosen to partner with based on integrity, professionalism, and experience. Shawn Manuel and our team at Strategic Wealth are pleased to serve as your Dave Ramsey SmartVestor Professional in Mid-Missouri. Our Financial Planners have the heart of a teacher, not the attitude of a salesman. 

Strategic Wealth combines the personal touch of an experienced financial planner with advanced technology to offer you an unparalleled experience. We are excited to learn more about you, your family, and what you are seeking to accomplish. We look forward to discussing your goals and working together to create a plan to help you pursue them.  

We have included an introduction to Shawn below. Please contact us at your convenience to schedule an appointment. You can call us anytime at 573.693.9337 or click the button below to schedule a time for us to call you.

Shawn Manuel, Founder & Financial Planner

Shawn is a registered 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, insurance, investments & financial planning.  Shawn primarily works with individuals who are looking to accelerate the growth of their wealth and mitigate risk while having an advisor at the helm coordinating their planning alongside their other trusted advisors, CPAs & attorneys.  He believes we are in the “service” business, that communication is the key to great relationships, and that we always should seek to promise low, and deliver high. 

Shawn, his wife Erin of 25 years, and their four daughters have lived at Lake of the Ozarks for the past 14 years, where he currently serves on the Morgan County R2 School Board, Habitat for Humanity of Morgan County Board, Morgan County Health Center Board, Woodbury Presidents Advisory Council, Woodbury Community Service Award Committee Chair, and teaches Financial Peace University.  When Shawn isn't working, he enjoys doing anything outdoors, especially with his girls and their labradoodle, Clarke!

Not sure where to start? Just give us a call at 573.693.9337 and we will point you in the right direction.

Schedule time with Shawn