Associates

Our financial representatives are the face of our organization. They not only represent the Northwestern Mutual Financial Network, but they also represent the best interests of their clients. We are proud of their accomplishments, share in their enthusiasm and drive, and help motivate them to achieve the highest level of excellence.

Steven Michael Dark

Financial Representative

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.

Jeremy P Dicker

Financial Advisor

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.

Curtis Estes, CLU®, ChFC®

Financial Representative

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.

Ed Moyzes

Financial Advisor

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.

Allan B Oulate

Financial Representative

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.

Douglas P Veling

Financial Advisor

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

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.