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Christopher T
Series 63, Series 65
Grand Haven, MI
Strategic Financial Group, L.L.C.
Christopher Tanke is a financial advisor at Strategic Financial Group, L.L.C. with 21 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Strategic Financial Group since 2008, including its related entities, as well as at USA Financial Securities Corporation from 2008 to 2022. Strategic Financial Group, L.L.C. provides advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm uses a combination of fundamental analysis, modern portfolio theory, and technical analysis, managing portfolios with a diverse range of investment vehicles and employs a proprietary seven-pillar planning process called the Sequential FORMula.
Connor M
Series 65
Grand Haven, MI
Strategic Financial Group, L.L.C.
Connor Maki is a financial advisor at Strategic Financial Group, L.L.C. with two years of industry experience. He holds a Series 65 designation and previously worked at 1-800-Hansons. He serves as the Director of Young Adults at Coopersville Reformed Church, where he organizes weekly meetings for individuals aged 30 and under. Strategic Financial Group provides advisory services primarily to individual and high-net-worth clients, offering discretionary portfolio management, financial planning, and consulting. The firm employs a mix of fundamental analysis, modern portfolio theory, and technical analysis, managing diversified portfolios with various asset classes and referring assets to third-party managers when appropriate.
Stephanie G
CFP®, Series 66
Grand Haven, MI
Strategic Financial Group, L.L.C.
Stephanie Greene is a financial advisor with Strategic Financial Group, L.L.C. in Grand Haven, MI. She holds the CFP® designation and Series 66 license and has 10 years of industry experience. Prior to joining Strategic Financial Group, she worked at USA Financial Securities Corporation for six years. Greene is also a licensed insurance agent and occasionally offers insurance products alongside her advisory services. Strategic Financial Group serves individual and high-net-worth clients with portfolio management and comprehensive financial planning. The firm employs a tailored investment approach that integrates fundamental analysis, modern portfolio theory, and technical analysis, often utilizing third-party managers and proprietary planning frameworks.
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