What to Expect

Our Team

Michael Mitchell

President | CEO

Brent Treece

Financial Advisor

Joshua Manes

Financial Advisor

Zach Griswold

Financial Advisor

Randy Rose

Financial Advisor

Kara Lovell

Office Manager

Stop worrying if you are making the right
decisions with your money

Stop worrying if you are making the right decisions with your money

Michael Mitchell

President | CEO

As the owner and founder of Strategic Wealth Partners I learned over 30 years ago that I could make a big difference in the financial lives of my clients if I could teach them what I’ve learned about creating economic synergy when it comes to planning for the future. 

I believe that our unique planning process which we call LEAP will make all the difference in in our clients hopes and dreams when it comes to financial success. 

LEAP means: Lifetime Economic Acceleration Process.  Strategic Wealth Partners builds its future on the premise that what we can teach our clients by “Partnering With Them In the Process” is the true path to financial victory. 

Let us help you build your dream future.

Brent Treece

Financial Advisor

Brent’s path in life was forever changed when he read Robert Kiyosaki’s “Rich Dad Poor Dad: What the rich teach their kids about money that the poor and middle class do not.”

Brent quickly fell in love with finance and the idea of helping people make more money and pay less in taxes. Brent soon changed his college major from Pre-Med to Finance and he’s been reading and studying finance ever since.

He has worked in the education field teaching personal finance and coaching clients for 10 years.

Brent holds a Bachelor’s degree in Finance from the University of Arkansas and a Master’s degree from the University of Central Arkansas.

Joshua Manes

Financial Advisor

Josh’s path in life was forever changed when he read Robert Kiyosaki’s “Rich Dad Poor Dad: What the rich teach their kids about money that the poor and middle class do not.”

Josh quickly fell in love with finance and the idea of helping people make more money and pay less in taxes. Josh soon changed his college major from Pre-Med to Finance and he’s been reading and studying finance ever since.

He has worked in the education field teaching personal finance and coaching clients for 10 years.

Josh holds a Bachelor’s degree in Finance from the University of Arkansas and a Master’s degree from the University of Central Arkansas.

Zach Griswold

Financial Advisor

Zach is a Financial Strategist with Strategic Wealth Partners located in the Northwest Arkansas Area, serving clients in multiple states.  He was lead to personal finance after his father suddenly died, with no warning.

Often times, unexpected situations lead you to that moment when you find your true purpose in life. 

His father was the primary source of income and after his death, his family struggled to make ends meet.  Since then, Zach has dedicated his services to helping families prepare for the unexpected, so they may not experience what his family went through. 

With over ten years of experience as a Financial Strategist, Zach looks at your financial situation similar to building a house.  One would not build a house without a blueprint or at least not a very good one. 

Zach prepares financial blueprints for his clients to have a great foundation to prepare for the unexpected events that life may throw at them. 

Your individual financial blueprint will be customized to fit your needs as a family, including loss of income, reducing debt, increasing growth, and minimizing tax consequences.

Randy Rose

Financial Advisor

I began my career in the finance industry in 1977 to help my clients better understand how structuring a financial plan properly can be beneficial for their future.

With my clients, I am about to increase their wealth, make them more economically and tax efficient. Therefore, it provides them more spendable income today and when the retire.

I have a saying that “I have the greatest job in the world. I get to help people and get paid for it.”

Kara Lovell

Office Manager

Kara Lovell is the friendly face at the front desk and the Business Manager at Strategic Wealth Partners, Inc. She oversees many of the day-to-day operational activities.

She is always ready to help clients with any questions, scheduling needs, or services required regarding new business or their accounts.

Kara has been working alongside Michael Mitchell for 16 years as his executive assistant and office manager.