About Our Client Services Professionals
Michael T. Bigley
President & Principal
Mr. Bigley is one of the original shareholders of Strategic Wealth Management Group. He has 29 years’ experience in the financial services industry primarily providing investment advisory services to retirement plans and...
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James F. Berquist
Vice-President & Principal
James F. Berquist, is an original shareholder of Strategic Wealth Management Group, Ltd. In 1993, Mr. Berquist helped form Strategic Wealth Management Group and through its business partnership with MACC, a registered broker dealer and...
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James P. Reese, Jr.
Treasurer & Principal
James P. Reese, Jr. is the Treasurer and one of the original founding shareholders of Strategic Wealth Management Group, Ltd. In 1993, Mr. Reese along with Mr. Bigley and Mr. Berquist formed Strategic Wealth Management Group, through...
Carey Droznek
Senior Financial Planning Analyst
Carey Droznek has joined Strategic Wealth Management as a Senior Financial Planning Analyst. Carey holds the Series 7 and 66 Securities licenses as well as the Life, Health, and Variable Annuity Insurance License. Carey started her...
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Richard Hurt
Chief Financial Officer & Client Relationship Manager
Rick has been with Strategic Wealth Management Group since its inception in 1993. He currently acts as the firm’s Chief Financial Officer and Senior Client Service Manager. He focuses on providing in-depth client relationship...
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Karen Chess
Operations Manager
Karen Chess joined Strategic Wealth Management Group in 2004, prior to that she was in retail banking for 25 years.She focuses on the day to day operations of the firm and assists the partners to continuously strive for and maintain a...
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