Broker Check

Meet the Team

John Soukup, CFP® , CLU , ChFC, CFS

Chief Executive Officer, Partner

John is our resident renaissance man. Equally comfortable discussing European art, economics, world politics, archaeology, film, gems, music and sports....

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Glenn (G.J.) Lempe, CFP®

Chief Investment Officer, Partner

It seems that people choose their careers, while others’ careers choose them. GJ may be the latter. GJ’s father was a very successful banker, which sparked an interest in money, investments and business...

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Steve Powers

Chief Operations Officer, Partner

While not working, Steve can most likely be found coaching or supporting his kids at one of their athletic events. In fact, it was through youth athletics where Steve and GJ met, and hatched the idea of joining forces at SWMG...

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At our firm, We focus on one thing : YOU.

She'Reese Loyd

She'Reese Loyd

Director of Client Services

Allison Lundgren-Abid

Allison Lundgren - Abid

Director of Marketing & Operations

Emma  Dressel

Emma Dressel

Operations Assistant

Client Centered

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.

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