The Life Group Financial Services

Luke Swirtz is a financial advisor at The Life Group Financial Services with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Allianz Life Financial Services and American Equity Investment Life Insurance Company. Outside of his advisory work, Swirtz serves as a paid on-call firefighter and trustee for the Carver Fire Department and Relief Association. The Life Group Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, families, corporate executives, and business owners. The firm employs a core-and-satellite investment approach and manages client accounts primarily on a discretionary basis, serving a higher-than-average client load per advisor through scalable delivery channels and educational services.

Benjamin Strautmann is a financial advisor at The Life Group Financial Services with a Series 66 designation and three years of industry experience. He has held positions at several firms, including Guncheon Financial, LLC, Compass Credit Union, and Raymond James Financial Services Advisors. The Life Group Wealth Partners provides discretionary investment management and comprehensive financial planning to individuals, families, corporate executives, business owners, and pension and profit-sharing plans. The firm manages approximately $146.2 million in client assets using a fundamental analysis approach and a core-and-satellite investment strategy.

Paul Thompson is a financial advisor at The Life Group Financial Services with five years of industry experience. He holds a Series 65 designation and has worked at Guncheon Financial, LLC since 2020. Prior to his financial career, he was the operations manager for Living Waters Bible Camp for nine years. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm uses a core/satellite investment strategy and offers services including portfolio management, retirement-plan design, financial planning, and educational seminars.

Justin Smith is a financial advisor with The Life Group Financial Services in Dubuque, IA, holding Series 63 and Series 65 licenses and 8 years of industry experience. He has worked with Guncheon Financial LLC since 2018 and has been with The Life Group since 2012. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm employs a core/satellite investment strategy and offers services including portfolio management, retirement-plan design, financial planning, and educational seminars.

Keith Leverentz is a financial advisor with The Life Group Financial Services, holding Series 63 and Series 65 licenses. He has been with the firm since 2012 and also has experience with Guncheon Financial, LLC. Outside of his advisory role, Keith serves as an officer and church elder at The Great Adventure Church, where he provides Bible teaching and participates in leadership. The Life Group Wealth Partners, operating under Guncheon Financial, LLC, offers discretionary investment management and wealth consulting to individuals, families, executives, business owners, and retirement plans. The firm employs a core/satellite investment strategy and provides services including portfolio management, retirement-plan design, and educational seminars.