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Experience to lead the way

Experience to lead the way

Our combined years in the financial services industry provide you with a seasoned team and a level of knowledge necessary to help you pursue your financial goals and objectives

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

David J. Strutzel, CFP®

Senior Managing Partner


David J. Strutzel, Managing Director, Senior Vice President, Investments and CERTIFIED FINANCIAL PLANNER™ professional, has worked in the financial services industry since 1990. Dave completed his undergraduate and graduate work...
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Joanna Olsen

Director of Operations


Joanna Olsen joined the Strutzel team in April 2013 and came back into the workforce after raising her children the prior ten years. She began her career at Kemper Securities as a Sales Assistant, developed marketing strategies for...
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Matthew D. Strutzel, AAMS®

Founder / Managing Partner


Matthew D. Strutzel, AAMS is the Founder and Managing Partner of Strutzel Family Wealth Management. Matthew's roots in the financial services industry began early in life when he started working under the guidance of his father David,...
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