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), all of whom are the real joy of his life.
*FINRA is the largest independent regulator for all securities firms doing business in the U.S. 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 Summit Club advisor—a distinction based on annual production attained by just 23 percent of advisors affiliated with Commonwealth Financial Network during 2018.|
Mike Hartman, AIF®
Michael joined Strategic Retirement Group in 2002 as a financial consultant. He is a graduate of Barry University and has 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® Designee. He has been assisting individuals and businesses from all parts of the country for many years to solve their financial problems and enhance their opportunities. 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 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 47 percent of advisors affiliated with Commonwealth Financial Network during 2018.|
Steve Rusnak, CIMA®, CFS®
Investment Management Analyst and CFO
Steve is a Certified Investment Management Analyst™ and CFO of Strategic Retirement Group. 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 holds his FINRA Series 7 and 66 securities registrations and is an Investment Advisor Representative of Commonwealth Financial Network®, Member FINRA/SIPC. In 2006, Steve earned his CIMA® designation through IMCA* and the Wharton School of the University of Pennsylvania. In 2017, Steve added a Certified Fund Specialist™ (CFS®) designation through the Institute of Business and Finance.
Steve's primary responsibilities as the investment analyst at SRG include investment research and analysis, portfolio design, management, and asset allocation and evaluation. As CFO, Steve manages all aspects of SRG’s day-to-day finances.
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. IMCA is now known as the Investments & Wealth Institute.
Brian Ake, CFP®
Brian joined Strategic Retirement Group in 2019 as a financial advisor. Brian obtained his BS in finance from the University of North Carolina at Wilmington in 2007. He also holds the FINRA Series 7 and 66 securities registrations through Commonwealth Financial Network® as an Investment Adviser Representative, and in 2023, obtained the CERTIFIED FINANCIAL PLANNER™ designation. Brian has worked in the financial industry since 2010, first working at Merrill Lynch before joining Strategic Retirement Group. Brian has been helping guide individuals to reach their financial goals and plan a path for their future.
Brian was born in Minnesota but spent 23 years in North Carolina before moving to Florida in 2008. He lives in Port St. Lucie with his wife, Maureen, and his two active children, Padraig and Samuel. In his free time, Brian enjoys staying active by playing golf, softball, and tennis. He is active in the community as part of local chambers of commerce and sits on the board with the Young Professionals of Martin County. He also enjoys volunteering and giving his time where and whenever he can.
Director of Client Relations
Joyce has 32 years of experience in the financial industry. She brought 15 years of operational and sales assistant experience with her when she joined Strategic Retirement Group in 2002. Joyce began her investment brokerage career at E.F. Hutton & Company in 1987, then continued to work for Shearson Lehman Hutton, A.G. Edwards & Sons, Inc., and Merrill Lynch. She holds the FINRA Series 7 and 63 securities 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 lives in Fort Pierce, Florida. She is the proud mother of her two children currently serving in the U.S. military. Her daughter, Brooke, is in the health service department at the U.S. Coast Guard Air Station in Miami, Florida. Her son, Blake, is in the cybersecurity field of the U.S. Navy currently stationed in Hawaii at Pearl Harbor. Joyce earned her associate of arts degree in accounting from Indian River State College. Joyce enjoys spending her free time competing in archery tournaments.
Client Relations Coordinator
Doreen joined Strategic Retirement Group (SRG) in 2020 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.
Doreen has an unwavering commitment to client service and loyalty and brings vitality, professionalism, and a mindset of service to her work at SRG.
Prior to joining SRG, she spent 15 years serving in the grain commodity/merchandising industry. She consulted and educated their clients and staff on the fundamentals of grain origination, basis trading and commodity hedging, implementing the Chicago Board of Trade futures and options market. She traveled and conducted educational workshops with other specialists and industry experts on price risk management strategies. She served as an events and marketing coordinator, account margin call and futures order clerk during her tenure.
Doreen also spent many years helping to operate the family businesses and oversee the financing and operations, allowing her the time to serve in leadership volunteer positions at her daughters’ schools and be instrumental in their lives as they grew.
Doreen is a native of Virginia Beach, VA, and has lived on the Treasure Coast since 1990. She resides in Stuart and is the proud parent of two University of Florida graduates. Her oldest daughter, Hanna earned her Master of Science in Finance and Caraline earned her Bachelor of Science in Advertising.
She enjoys spending time with her family, traveling, boating, cycling and relaxing on the beaches of Stuart and the Bahamas. When not in the office, she loves taking a yoga, pilates or boot camp class.
Client Relations Assistant
Diane Avery joined Strategic Retirement Group in 2021 as a Client Relations Assistant, working alongside Doreen Harwood assisting clients with inquiries, scheduling appointments and event planning.
She began her career in client services over three decades ago as a licensed insurance broker specializing in commercial lines, property & liability insurance. Diane started her insurance career with State Farm Insurance and expanded her expertise working with independent agencies, representing 15 different personal and commercial insurance carriers. She brings with her a wealth of experience in handling client needs of all kinds.
Born and raised in New York where she resided with her husband, Brian, and two daughters, Olivia, and Fallon. The family relocated to Florida in 2020 to be closer to Diane’s parents who have been residents of Hobe Sound for over 20 years. Brian retired from the US Air Force in 2020 after proudly serving our country for 30 years. Olivia graduated Coker College (Go Cobras!!) in South Carolina, where she still resides. Fallon is part of Jensen Beach High School’s class of 2024 and then will be off to college. During her leisure time, Diane enjoys spending time with family, reading, traveling, volunteering with JBHS PTSA and anything Disney.