Financial Strategies Group, Inc

Mark Carter is a ChFC® credentialed financial advisor with 37 years of industry experience. He has worked with Financial Strategies Group, Inc. since 2013 and has prior experience at firms including New York Life and Daly Merritt Financial Services. Outside of his advisory role, he is involved as an insurance agent and owns a real estate holding company. Financial Strategies Group, Inc. provides investment advisory and consulting services to individuals, trusts, retirement plans, and businesses, combining fiduciary, process-driven portfolio management with both passive and active strategies, emphasizing ongoing monitoring and annual reviews.

Brittany Culver is a financial advisor at Financial Strategies Group, Inc. in Okemos, MI, holding a Series 65 designation with four years of industry experience. She has been with Financial Strategies Group since 2010. Financial Strategies Group, Inc. provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, process-driven approach blending passive and active mutual funds and ETFs, emphasizing ongoing monitoring and annual client reviews.

Kyle Cooper is a CFP®, ChFC®, and Series 66-licensed advisor with 13 years of industry experience. He has worked at Financial Strategies Group, Inc. since 2017 and previously held roles at Daly Merritt Financial Services, Inc., Eagle Strategies LLC, and NYLife Securities LLC. Outside of his advisory work, he is the managing member and sole owner of Cooper Financial LLC, a personal business entity. Financial Strategies Group, Inc. provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, process-driven approach that combines passive and active mutual funds and ETFs, focusing on globally diversified, mostly static allocations with a tilt toward small-cap and value exposures.

Brice Carter is a CFP® and ChFC® with 14 years of industry experience. He is affiliated with Financial Strategies Group, Inc, where he has worked since 2017, and has prior experience with Daily Merritt Financial Services and NY Life Securities. Outside of advising, he owns Carter Ranch LLC, a horse farm, and serves on the board of Child and Family Charities, which provides services to underprivileged and at-risk youth. Financial Strategies Group serves individuals, trusts, pension plans, and business entities by offering portfolio management, financial planning, and retirement plan consulting. The firm combines passive and active investment strategies with global diversification and uses third-party tools to assess client risk tolerance, while also providing estate-document preparation and advisory support for legacy accounts.

Joel Hoffman is a financial advisor at Financial Strategies Group, Inc. He holds a Series 65 designation and has one year of industry experience. Prior to joining Financial Strategies Group, he worked at Bois Insurance Agency and has experience in the insurance sector as well as other roles outside finance. Financial Strategies Group, Inc. provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, process-driven approach combining passive and active strategies, focusing on diversified allocations with a cautious tilt toward small-cap and value exposures.

Brandon Carter is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is currently with Financial Strategies Group, Inc., where he has worked since 2014, following prior roles at Daly Merritt Financial Services, Eagle Strategies, and New York Life. Financial Strategies Group, Inc. provides investment advisory and consulting services to individuals, trusts, retirement plans, and business entities. The firm employs a fiduciary, process-driven approach that combines passive and active management with globally diversified allocations, focusing on ongoing monitoring and annual client reviews.

Justin Meyer is a ChFC® with 12 years of industry experience, currently serving at Financial Strategies Group, Inc. He has held roles at Eagle Strategies and NYLIFE Securities LLC, among others. He also owns Practiceology Consulting Services, through which he consults with other financial professionals on industry best practices. Financial Strategies Group serves individuals, trusts, pension plans, and business entities by providing portfolio management, financial planning, and retirement plan consulting. The firm combines fiduciary duty with a mix of passive and active investment strategies, utilizing third-party tools for risk assessment and offering transparent performance disclosures.