Greg Stroh

 

The Stroh team enjoys working with a variety of clients but has an emphasis in assisting physicians and medical professionals navigate financial planning, estate planning, retirement planning, tax planning and insurance needs.  They provide efficient tax investment strategies to meet each client’s goals.  They listen to their clients’ interests, needs and risk levels and develop a plan for helping them achieve financial independence.   It has been very rewarding to take clients from the beginning of their career to seeing them enjoy retirement.  We have helped clients achieve their goals whether it be passing a legacy to their children or to a charity or traveling the world. 

 

Greg founded the company in ______ and is the longest practicing advisor at the firm.  Greg has been in the industry for _____ years and still enjoys every aspect of the business.  He has built a network of people inside the firm and outside the firm that he collaborates with on numerous topics ranging from estate issues, insurance issues, tax issues and many more.  He enjoys listening to the client’s needs and goals and developing a plan with his team to make those goals become a reality.  He holds a Series 7,…………..do we want to list all his licenses??  Do we want to list education?? Do we want to list his likes…..and I need more than boating to make a complete sentence.

 

Sandy has been with Capital Management since 1997 and holds a Series 7 license and is a Certified Public Accountant licensed in the state of MN.  She has a Bachelor of Science in Business Administration degree from the University of Wisconsin – Stout.  Prior to joining Capital Management, she worked in public accounting preparing tax returns and doing write up work. She assists clients with financial planning, tax planning, retirement planning, college funding, investment strategies and funding their retirement needs.  She has assisted clients with tax planning and investing funds during their working years to planning for their cash needs in the most tax efficient manner during their retirement years.  She has helped clients plan for their children’s college and is now assisting them with their grandchildren’s college planning.  She enjoys helping clients reach their goals and researching any questions they may have.  Sandy lives in Wisconsin with her husband and two sons and enjoys kayaking, snowshoeing, walking, reading and spending time with family. 

 

Marissa started her career with Capital Management in 2001 at the front desk greeting clients and learning the ropes of the industry.  She briefly left the firm and obtained experience in the back-office role.  She then returned to Capital Management in a back-office support role and has worked her way through various positions and has her Series 11 license.  She is currently focused on assisting Greg’s clients rather than the entire firm’s clientele.  She manages new account forms along with the required disclosures, billing, asset allocations, trading and the general operations that keeps the Stroh team on track. Marissa lives in Mendota Heights with her husband and three children.  She enjoys spending time with her family.