Management Team

Nathan has been in the financial service business since 1998. Nathan received his Bachelor of Science degree in Business Management and minor in Economics from Montana State University – Bozeman. Nathan is a CERTIFIED FINANCIAL PLANNER™ professional. He has met rigorous education, ethics requirements and exams to obtain these qualifications. He believes that working towards your financial goals depends upon objective advice; meaningful, timely information and research; and easy access to the investments and services that best fit your specific circumstances. Nathan resides in Excelsior, MN, with his wife and three sons. In his free time, Nathan enjoys spending time with his family, fishing and hunting and going to Viking’s home games. When the Vikings aren’t playing at home, he enjoys watch them on the TV with his sons.

Paul has been serving in the financial industry since 2002 and began his career as a registered assistant. Trained by a successful advisor practicing more than 30 years in the Twin Cities, he learned the industry during a three year professional mentorship.  Paul is Vice President/COO and Co-Owner of Strategic Wealth Group, Inc. in Minnetonka, MN.  He and business partner Nathan Running began working together in 2013.

Paul was born and raised in Minnesota. He and his wife reside in Hastings, MN with their three children. He enjoys spending time with his family and being in the great outdoors hunting, fishing and camping. Paul also serves in ministry at Conquering King Fellowship in Eagan, MN.

George has been in the financial services business since 1999. Prior to joining Strategic Wealth Group in August of 2017, George held various management and executive positions in supervision, operations and compliance for various broker/dealers within Minnesota and Denver, Colorado. He enjoys helping advisors navigate the regulatory landscape present within the industry while the advisors assist their clients with pursuing their financial goals and objectives.

George and his wife reside in Carver, MN with their three children. In his free time, George enjoys spending time with his family, fishing, hunting and reading. He’s also an avid Vikings and Wild fan.

 

Christopher Gerber, CFA is the Investment Strategist for Strategic Wealth Group. Previously he has served in private client management with Private Wealth Counsel of Minnesota, MetLife Resources, Paine Webber, Inc., Piper Jaffray and Hopwood, Inc. He has served in branch management with Lincoln Financial Advisors and First MidAmerica Investment Corp. He has held positions with Lincoln Financial Advisors and Sagemark Consulting, Inc. as the Regional Director of Investments, Regional Director of Financial Planning and has served on the corporate Investment Advisory Committee. He has written and lectured on economics and asset allocation policy at Kaplan, Inc., one of the country’s largest educators of financial services professionals. He consults with the CFA Institute on its CFA exam grading and Standard Setting processes. He is a member of the CFA Institute. He holds a Bachelor of Science degree from Bradley University and is a Chartered Financial Analyst.