Associates-Los Angeles
Curtis Estes
Financial Representative
(213) 243-7024
Curtis Estes has been a Financial Representative with Strategic Financial Group since 1991. His primary objective is to partner with his clients to help them achieve their financial goals on a personal and a business level.
Curtis received a bachelor of science degree from the University of Kansas and has since earned designations as a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC).
Curtis Estes has been awarded a number of awards throughout his career as a Financial Representative, including the National Sales Achievement Award six times since 1997, the National Quality Award from 1996-2004 and has been a qualifying member of the Million Dollar Round Table three times since 1996. Curtis is also actively involved in his community with the Bel Air Presbyterian Church, and is the founder of the downtown Rotary Breakfast Club and a Trustee of Whitworth College.
Jeremy P Dicker
Financial Representative
(213) 243-7087
Jeremy Dicker has 10 years of professional experience in the financial security industry, providing tailored solutions utilizing quality services, products and institutions. His primary focus is corporate executive benefits, business succession and estate analysis. Jeremy works diligently with his clients to establish long-term committed relationships and understand their goals, their dreams and the legacy they want to preserve.
Jeremy qualified for the Million Dollar Round Table in 1998, the Northwestern Mutual Forum the last seven years and is a member of the Association of Advanced Life Underwriters (AALU).
Mr. Dicker is a native of California and is actively involved in his community by supporting organizations such as the United Jewish Fund, Children’s Hospital Los Angeles, The Jewish Home for the Aging and New Jersey SEEDS. He is also a Board member of Junior Achievement of Southern CA and of Los Angeles Team Mentoring.
Allan B Oulate
Financial Representative
(213) 243-7000
Allan Oulate is a Financial Representative with Strategic Financial Group. Allan’s number one objective is to provide innovative solutions and world-class products and services that meet his clients´ needs.
Allan earned a bachelor of arts degree in economics from Pomona College and a bachelor of science degree from Lycee Blaise Pascal, Abidjan, Cote d’Ivorie. As a Financial Representative with Strategic Financial Group he specializes in personal needs analysis, business needs analysis, life insurance and investment services.
Steven Michael Dark
Financial Representative
(213) 243-7000
Steve Dark has been a Financial Representative with Strategic Financial Group since 1996. He provides financial guidance to his clients in the areas of personal needs analysis, business needs analysis, life insurance and retirement solutions.
Steve is a graduate of Arizona State and has earned various professional acknowledgements throughout his career as a Financial Representative, including being a qualifying member of the Million Dollar round Table six times since 1997 and a member of Top of the Table for 5 years. He has also been awarded the National Sales Achievement Award in 1998, 2000-2001, 2003-2004 and the National Quality Award from 2000-2005.
Steve is on the Board of Directors for Big Brothers/Big Sisters of Los Angeles.
Edward Moyzes, MACC, CLU
Financial Representative
(213) 243-7150
Edward Moyzes is a Financial Representative with Strategic Financial Group and specializes in personal needs analysis, retirement solutions, business needs analysis and wealth accumulation. Edward brings over eight years of consultative and advisory experience with his former employer and focuses on helping his clients achieve their financial goals for their families and businesses by providing world-class products and services.
Edward has a master of accountancy degree and a bachelor of science degree from the University of Denver. Edward has earned designations as a Chartered Life Underwriter (CLU). Edward has also qualified for Northwestern Mutual Forum.
Douglas P Veling
Financial Representative
(760) 777-4301
Doug Veling brings over 17 years of financial experience to the Strategic Financial Group with expertise in personal needs analysis, charitable giving, life insurance, business succession and retirement solutions.
Doug has earned designations as a Chartered Life Underwriter (CLU) and as a Chartered Financial Consultant (ChFC). Doug has been a qualifying member of the Million Dollar Roundtable seven times since 1997.
Keith Wagner
Financial Representative
(213) 243-7000
Keith Wagner has been a Financial Representative with Strategic Financial Group since 1990. His primary objective is to partner together with his clients to help them achieve their financial goals over a lifetime. Keith specializes in personal needs analysis, business needs analysis, life insurance and retirement solutions.
Keith is a graduate of California State University and has received various professional awards including the National Sales Achievement Award from 1994-2000 and in 2002, the National Quality Award from 1994-1996 and in 2000 and 2002, and is a qualifying member of the prestigious Million Dollar Round Table.
Associates-Irvine
Brett J Bissell, CLU, ChFC
Financial Representative
(949) 622-7236
Brett Bissell of Strategic Financial Group brings to his clients over fifteen years of professional experience in the finance and insurance industry, spanning all levels of business and personal needs analysis . He became a Financial Representative so that he could make a direct impact on the lives of individuals and small business owners as they embark on the sometimes intimidating task of planning their future. The long-term commitments Brett has with his clients are core components of his business. Earning and preserving these relationships make Brett’s work fulfilling.
Born in Southern California, Brett received his B.A. in speech communication from California State University-Long Beach in 1990. He recently earned his professional designations as a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC).
Kevin Du Pree
Financial Representative
(949) 622-7204
Kevin Du Pree is a Financial Representative with Strategic Financial Group and his objective is to help his clients match their needs with financial solutions. Kevin specializes in personal needs analysis, business needs analysis, wealth accumulation and executive compensation.
Kevin resides in Irvine and during his spare time he enjoys golfing, basketball and volleyball.
Associates-Las Vegas
Gary Davis
Financial Representative
(702) 734-4444
Gary Davis is a financial representative with the Las Vegas Office. He specializes in estate analysis, trust work, and business needs. Gary joined the office in January 1997 after having owned Davis Funeral Homes here in the Las Vegas community.
Chad Loveland, LUTCF
Field Director
(702) 369-0405
Chad Loveland joined the Las Vegas Network Office in November 1997 after starting his career in the Utah network office. Chad is a Field Director for the network office and helps coach, train and develop new financial representatives while managing his own personal practice.
David Mann
Field Director
(702) 369-0405
David Mann joined the Las Vegas Network Office in January 1998 as a part-time representative. In June 1998, David took the role of a full-time representative. He is the Disability Specialist in the office, as well as the Field Director and mentor to all new financial representatives. |
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