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About Us

Your Financial Team

Josh Strittmatter,  CFP® CRC®

CEO, Financial Advisor

A native Texan, Josh Strittmatter is the president and CEO of Strittmatter Financial Management Group LLC.  Josh began his financial planning career with a leading financial services company where he developed a successful track record.   After recognizing the need for a stronger personal relationship with his clients and more detailed planning, Josh embraced his entrepreneurial spirit and started his own business in 2007.

 

Josh is a graduate of the University of Texas, Arlington with a major in Finance and currently holds his CFP and CRC designations.  An avid learner, he is constantly continuing his education and prides himself on being a resource in the financial planning industry for both clients and colleagues alike.

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The ability to guide clients through uncertain financial times, coupled with unparalleled customer service, has built Josh a prominent network of loyal clients.  Working with his father at the family business since the age of 8, Josh learned the importance of a strong work ethic, accountability and that a strong handshake and your word means everything.  He is committed to upholding a high level of integrity and transparency in not only his own business, but in the financial planning industry.

 

Josh is dedicated to giving back to the community he works and lives in.  Currently he is a member of the Rotary club, serving in a variety of charitable events including projects with the Ronald McDonald House and donating educational tools to local schools.

 

Family and church are the pillars of Josh’s life.  He is has been married to his wife, Jamie for ten years and has three beautiful daughters ages 10, 8 and 5.  He enjoys spending his spare time with his family visiting the library, parks and other local events.

Jill Lee

Office Manager

Charity Ramsey

Administrative Assistant

Mary Randolph

Administrative Assistant

Jill has been with SWMG since 2010 and hails from Oregon.  She currently lives in Texas with her two beautiful children.  Jill loves hiking and the ocean and she is dedicated to raising money for pediatric leukemia research.

Charity is a native to East Texas and has been with SWMG since 2012.  She has been married for six years and has a five year old son.  Her hobbies include reading and cookouts with family and friends.  Charity is also a volunteer for the March of Dimes.

Mary was born and raised in Texas and loves living here with her husband and three year old son.  She loves swimming and anything in the great outdoors.  She also enjoys running 5K’s and is working towards a half marathon.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.  Financial Planning offered through SWMG, LLC, a Register Investment Advisor, not affiliated with LPL Financial

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: CA, FL, IN, NM, OH, TX, VA