Asset Strategies Group, LLC

James Beaudreau is a financial advisor at Asset Strategies Group, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Drury Hotels for eight years alongside his advisory role. Asset Strategies Group, LLC provides investment advisory and consulting services to individual and high-net-worth clients, managing approximately $51.6 million in assets. The firm operates on a non-discretionary basis, emphasizing individualized advice and employing various analytical methods to design and monitor portfolios.

Connie Terrell is a financial advisor at Asset Strategies Group, LLC with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at TransUnion and nTHRIVE. Asset Strategies Group, LLC provides investment advisory and consulting services primarily to individual and high-net-worth clients. The firm emphasizes individualized advice through a non-discretionary operating model, employing a variety of analytical methods to align portfolios with clients’ goals, risk tolerances, and time horizons.

Thomas Larsen is a financial advisor with Asset Strategies Group, LLC, holding a Series 65 designation and 16 years of industry experience. He has worked at Asset Strategies Group since 2009 and has prior experience with Sonnenalp Resort and Vail Resorts spanning several decades. Asset Strategies Group, LLC provides investment advisory and consulting services primarily to individual and high-net-worth clients, managing approximately $51.6 million in assets. The firm employs a non-discretionary operating model and uses a variety of analytical methods to design and monitor portfolios aligned with clients’ goals and risk tolerances.