Our Team

Doug


Douglas G. Schmitz:
Registered Representative.






Experience:

More than 20 years of experience helping individuals and business owners make important financial decisions. Those decisions include building assets for a comfortable retirement, planning for the financing of children's education, managing financial risks, and developing estate planning strategies for efficient and cost effective transfers of assets involving multiple generations.

Areas of Specialty:

My two areas of specialty are Retirement Planning and Estate Planning. I work with my clients to help them develop a planning strategy that will have the flexibility to withstand the many changes that come about in life.

Formal Education:

I hold a Bachelors Degree in Agricultural Economics with an emphasis in Finance from North Dakota State University, and an Applied Science Degree from the University of Minnesota, Crookston.

Personal:

I grew up on a farm in Northern Minnesota where I first learned the meaning of DIVERSIFICATION, as we had dairy cattle, sheep, hogs, and chickens. We also raised many different crops. I went on to college and graduated from two universities. I met my wife Rebekah in college, we married and now have four children, three girls and a boy.

Successes:

One of the things I do best is help people through challenges in life. As one of three partners in Financial Strategies Group it is very rewarding for me to be a part of a team of twelve individuals that are dedicated to serving our clients needs. If I can do any thing for you do not hesitate to let me know.

Beth


Beth Boechler:
Service Assistant/Computer Operator.






Beth has been Doug's Service Assistant for 7 years. Beth's responsibilities include handling client service problems, processing paperwork, updating the client and prospect database, and sending out correspondence. Prior to joining FSG, she worked for a local financial institution as Head Teller. Beth grew up in the Fargo-Moorhead area and attended Moorhead State University. In her leisure time, she enjoys spending time with her husband, Chris, and their three dogs at their home in Arthur, ND.