The Life Group Financial Services

Luke Swirtz is a financial advisor with The Life Group Financial Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His previous roles include positions at Allianz Life Financial Services LLC and American Equity Investment Life Insurance Company. Outside of finance, he serves as a paid on-call firefighter and trustee for the Carver Fire Department and Relief Association. The Life Group Wealth Partners provides discretionary investment management and wealth consulting services to individuals, families, corporate executives, business owners, and retirement plans. The firm employs a core/satellite investment strategy and supports a large client base through team-based and digital delivery methods, including educational seminars and an online co-advisory platform.

Benjamin Strautmann is a financial advisor with The Life Group Financial Services, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Compass Credit Union, Raymond James Financial Services Advisors, and Karsten Financial Group. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm employs a core/satellite investment strategy combining various asset types and offers services such as portfolio management, retirement-plan design, and educational seminars.

Paul Thompson is a financial advisor at The Life Group Financial Services with five years of industry experience. He holds a Series 65 designation and has worked at Guncheon Financial, LLC since 2020. Prior to his financial career, he was the operations manager for Living Waters Bible Camp for nine years. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm uses a core/satellite investment strategy and offers services including portfolio management, retirement-plan design, financial planning, and educational seminars.

Justin Smith is a financial advisor with The Life Group Financial Services in Dubuque, IA, holding Series 63 and Series 65 licenses and 8 years of industry experience. He has worked with Guncheon Financial LLC since 2018 and has been with The Life Group since 2012. The Life Group Wealth Partners provides discretionary investment management and wealth consulting to individuals, families, corporate executives, business owners, and retirement plans. The firm employs a core/satellite investment strategy and offers services including portfolio management, retirement-plan design, financial planning, and educational seminars.

Keith Leverentz is a financial advisor with The Life Group Financial Services, holding Series 63 and Series 65 licenses. He has been with the firm since 2012 and also has experience with Guncheon Financial, LLC. Outside of his advisory role, Keith serves as an officer and church elder at The Great Adventure Church, where he provides Bible teaching and participates in leadership. The Life Group Wealth Partners, operating under Guncheon Financial, LLC, offers discretionary investment management and wealth consulting to individuals, families, executives, business owners, and retirement plans. The firm employs a core/satellite investment strategy and provides services including portfolio management, retirement-plan design, and educational seminars.