Commonwealth Financial Group has enjoyed over 160 years of providing innovative ideas, concepts and extraordinary service to our clients. At Commonwealth Financial Group, we educate and empower our clients to take the steps towards achieving financial confidence.

Through an innovative and sophisticated process, we design a financial blueprint to assist our clients in developing a strong sense of confidence.

Listen: Understand your financial goals, concerns and dreams.

Gather: Collect and review your tax, insurance, investment, legal, and bank documents.

Design: Create a financial blueprint that aims to meet your goals, concerns, and dreams in an efficient and effective manner.

Build: Collaborate with our team of experts and your other trusted advisors to outline the best strategies for you.

Serve: Provide ongoing service to develop a dynamic plan that caters to your changing needs.

Finance

Insurance

Retirement

Commonwealth Financial Group

Eric Spindt

Samuel Paul

Sam Philbrook

Dakota Brizendine

Justin Connor

Andrew Medema

Ami Howes

The Investment Strategy Team at Commonwealth Financial Group is responsible for developing and executing investment strategies that align with clients' financial goals and aspirations. This team conducts thorough market analysis, constructs diversified portfolios, and continually monitors investment performance to ensure optimal outcomes for clients. By collaborating with other experts within the firm, they provide tailored recommendations that empower clients to achieve sustained financial confidence.

Investment Strategy Team

Financial Planning Team

Advisory Services Team

Leadership Team

Investment Strategy Team

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Team members

Other teams at Commonwealth Financial Group

Financial Planning Team

Advisory Services Team

Leadership Team