Broker Check

Our Team

Strategic Wealth Group is an independent financial advisory firm based in Glen Ellyn, Illinois. After starting their careers at larger brokerage firms and private banks, the founders of SWG established the firm with a singular focus: do what is right for the client and focus on their needs, not concentrating on the corporate bottom line. Combining the resources and investment prowess of a large firm with the service and guidance of a boutique firm, SWG strives to be your trusted partner for all of your financial needs.


Sanjay earned a bachelor’s degree in mechanical engineering from the Asian Institute of Management. He went on to earn a MBA in finance and strategy from the University of Illinois. His professional career began by advising...

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Ryan Hagan

Vice President

312.504.0142

630.469.0505

Ryan graduated from University of Illinois at Urbana-Champaign with a bachelor’s in Economics. His professional career began as a consultant with Raddon Financial Group where he spent several years providing audit and advisory...

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Bijal Patel

Investment Services Assistant

630.469.0202

630.469.0505

Bijal has been a member of the SWG team after joining us in January 2013. Bijal’s responsibilities include assisting the advisors with investment analysis, client portfolio management, and financial planning & strategy. Prior to...

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Mary Shannon

Client Service Associate

630.469.0303

630.469.0505

Mary joined the Strategic Wealth Group team in June of 2014. She works in the area of Client Services. Mary graduated from St. Norbert College in 1992 with a degree in Elementary Education and had been a classroom teacher for 22 years....

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Karla Taranu

Client Service Associate

630.469.0202

630.469.0505

Karla joined the Strategic Wealth Group team in the spring of 2012. She has taken on the role of client services, marketing, and event coordinating. Her key role is to improve the client experience. Karla graduated from Carthage...

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