Fee Only Financial Planners Phoenix | Financial Advisor Phoenix

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Meet the Strategy Financial Group Team

Calvin Goetz
Founder & President

Clay Netherlin
Senior Wealth Advisor

Drew Abysalh
Senior Wealth Advisor

Jeremy Kraut-
Ordover
Wealth Advisor

Rich
DeFrancesco
Wealth Manager

Jan Jaeger
Operations Manager

Brorlynn Day
Relationship Manager

Tara Howell
Relationship Manager

Ashley Dumke
Relationship Manager

Katy Gilster
Relationship Manager

Olivia Abeln
Relationship Manager

Dominic
Hernandez
Relationship Manager

Kelly Moore
Controller

Elizabeth
Mortensen
Director of Marketing

Nyasha Barlow
Events Coordinator

Sheila Van Patten
Client Services Specialist

Christine Perkins
Client Services Specialist

Rhonda Eklund
Client Services Specialist

Patricia Coe
Client Services Specialist

Erin Goodner
Events Coordinator

Katie Tompulis
Marketing Specialist

Brydon Horne
Advisors Assistant

Tracy Page
Office Manager

Have Questions for Strategy Financial Group?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Contact Us

Phoenix: 602.343.9301
Tucson: 520.505.3605
Toll Free: 866.777.9219
info@strategyfinancialgroup.com

Main Office

7010 E. Chauncey Lane
Suite 130
Phoenix, AZ 85054

Services We Offer

» Retirement Income Strategies
» Long-Term Care
» Annuities
» Life Insurance

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Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

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