About Our Client Services Professionals

The professionals at Strategic Wealth Management Group can guide your financial future. If both performance-driven investing and tax and estate planning are vital to your future, Strategic Wealth Management Group, through its business partnership with MACC, a registered broker dealer and MAFM, a registered investment adviser, demonstrates a passion for exceeding the expectations of our clients.

Michael T. Bigley

President & Principal

mbigley@swmgroup.com

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...

James F. Berquist

Vice-President & Principal

jberquist@swmgroup.com

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...

James P. Reese, Jr.

Treasurer & Principal

jreese@swmgroup.com

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

cdroznek@swmgroup.com

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...

Richard Hurt

Chief Financial Officer & Client Relationship Manager

rhurt@swmgroup.com

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...

Karen Chess

Operations Manager

kchess@swmgroup.com

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...