Peter W. Weiler, CFP®
Founder and President
Peter is a CERTIFIED FINANCIAL PLANNER™ professional who is committed to doing what is best for his clients in all situations. He holds the FINRA Series 7, 24, 53, and 63 securities registrations and is an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA*, a Registered Investment Adviser. He is active in the Financial Planning Association and is a member of the National Association of Insurance and Financial Advisors (NAIFA**). Peter is also a member of the Martin County Estate Planning Council.
Peter and his wife, Michelle, live in Palm City, Florida, with their three children, Thomas, Madeline, and Bliss, who are the real joy of his life.
*FINRA is the largest independent regulator for all securities firms doing business in the United States. It oversees nearly 4,700 brokerage firms, 167,000 branch offices, and 637,000 registered securities representatives. Its chief role is to protect investors by maintaining the fairness of the U.S. capital markets.
**NAIFA comprises more than 700 state and local associations representing the interests of 200,000 members and their associates nationwide. NAIFA members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. The association's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.
|Peter Weiler is proud to have been recognized as a President's Level advisor—a distinction based on annual production attained by just 13 percent of advisors affiliated with Commonwealth Financial Network during 2014.|
Mike Hartman, AIF®
Michael joined Strategic Retirement Group in 2002 as a financial consultant. He is a graduate of Barry University and has completed both the FINRA Series 7 and 66 securities registrations, which he holds through Commonwealth Financial Network® as an Investment Adviser Representative. Mike is also an Accredited Investment Fiduciary®. He has been assisting individuals and businesses from all parts of the country solve their financial problems and enhance their opportunities for many years. Mike is an active executive trustee council member with the North Palm Beach Chamber of Commerce.
Mike is a native Floridian. He lives in Palm Beach Gardens with his wife, Leah, and his three beautiful children, Ethan, Emma, and Olivia. Mike enjoys a number of athletic activities, including golf, racquetball, tennis, and softball. Mike has coached youth baseball, basketball, and soccer in Palm Beach Gardens. Mike has also served on the Palm Beach Gardens Youth Athletic Association Baseball Board and has volunteered in the past as a budget counselor for Christ Fellowship Church.
|Mike Hartman is proud to have been recognized as a Business Experience advisor—a distinction based on annual production that places him among the top 34 percent of advisors affiliated with Commonwealth Financial Network during 2014.|
Steven J. Rusnak, III, CIMA®
Steve Rusnak is the chief financial analyst and CFO for Strategic Retirement Group (SRG). He obtained his bachelor's degree magna cum laude in economics and political science from Florida State University in 1999. In 2001, Steve graduated from Florida State University once again with a master's degree in applied economics summa cum laude.
After working for the school board of Martin County for more than three years as its capital budget analyst, Steve joined SRG in September 2005. Steve has obtained his Series 7 and Series 66 securities registrations and is an Investment Adviser Representative of Commonwealth Financial Network®, Member FINRA/SIPC. In 2006, Steve became a Certified Investment Management Analyst™ through IMCA* and the Wharton School, the presitigious business school of the University of Pennsylvania.
Steve's primary responsibilities at SRG include investment research and analysis, portfolio management, design, and asset allocation and evaluation, as well as performance measurement.
When not in the office, Steve enjoys and supports all aspects of Florida State University athletics. He also plays racquetball whenever he can.
*Investment Management Consultants Association was established in 1985 to deliver the premier investment consulting and wealth management credentials and world-class educational offerings.
Director of Client Relations
Joyce has 23 years' experience in the financial industry. She brought 15 years of operational and sales assistant experience with her when she joined Strategic Retirement Group (SRG) in 2002. Joyce began her investment brokerage career at E.F. Hutton & Company in 1987, then continued on to work for Shearson Lehman Hutton, A.G. Edwards & Sons, Inc., and Merrill Lynch. She holds the FINRA Series 7 and 63 registrations through Commonwealth Financial Network®, Member FINRA/SIPC, as a registered sales assistant. Joyce provides assistance to the clients of SRG with any service-related needs they may have. She handles all the paperwork and questions concerning transfer issues or Commonwealth accounts. She also assists in the implementation of client financial plans.
Joyce and her son, Blake, live in Fort Pierce, Florida. Joyce is also the proud mother of daughter Brooke, who is a health services technician in the U.S. Coast Guard stationed in Charleston, South Carolina. Joyce recently received her associate of arts degree from Indian River State College. Joyce enjoys spending her free time competing in archery tournaments, sewing, and reading books.
Client Relations Coordinator
Janine joined Strategic Retirement Group (SRG) in 2016 as our client relations coordinator. In this role, she fields a broad range of client inquiries, from scheduling appointments to planning client events, while providing indispensable service to our clients and ensuring the smooth running of our office procedures. Prior to joining SRG, she spent 14 years serving in the grain commodity/merchandising industry as an events and communications coordinator. Janine brings vitality, professionalism, and a mindset of service to her work at SRG. She has an unwavering commitment to client service and loyalty. Janine is a native of Long Island, New York, and has lived on the Treasure Coast since 1996. She resides in Port St. Lucie, Florida, with her husband, Ryan, and twin daughters, Alana and Natalie. She enjoys spending time with her family, trying out new recipes, painting, horseback riding, and bowling.