Mick Streff AAMS, CRPCFounder

• 520-325-6684
• mick@streffgroup.com

Mick Streff is the founder of Streff Financial Group, LLC.

He is an Investment Advisor Representative and a Registered Principal with LPL Financial. He's also received the Accredited Asset Management Specialist (AAMS) and Chartered Retirement Planning Consultant (CRPC) Professional Designations from The College for Financial Planning in Denver, CO.

With over 23 years in the financial services business, Mick has had the privilege of assisting hundreds of families seek the most appropriate use of financial products and services in their quest to reach their specific goals. As well, he's worked with many small business owners and those educators from the classroom to adminstration.

He believes in the importance of helping clients focus on life issues that are significant to them. His mid-western background is apparent with his plain and simple approach to coaching his clients toward the path of their financial journey.

He focuses on employing a disciplined process to help clients understand their long-term investment objectives and risk tolerance, determine the appropriate asset allocation and diversification strategy, with the goal to select the most appropriate money management style and measure portfolio performance.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification and asset allocation do not protect against market risk and do not ensure a profit or protect against a loss.

Education and Professional Certifications

• Washburn University, Topeka, KS
• College for Financial Planning, Denver, CO
• Practicing AAMS (Accredited Asset Management Specialist) certificant since 2000
• Practicing CRPC (Chartered Retirement Planning Consultant) certificant since 2011
• LPL Registered Principal and numerous securities registrations held with LPL Financial including the series 6,7,63,65,66 and 24
• 2017 Wealth Manager Award from Five Star Professionals*

Areas of Practice

• Retirement Planning
• Financial Planning
• Wealth Management

Professional and Civic Affiliations

• Member of Financial Services Institute (FSI)
• Boy Scouts of America – Assistant Scoutmaster Tucson, AZ
• Knights of Columbus – Council #13272 Oro Valley, AZ and Assembly #2308 Tucson, AZ

Dan Strauss

• 520-325-6684
• dan@streffgroup.com

Dan Strauss is a LPL Senior Financial Advisor and joined Streff Financial Group, LLC in 2008.

Dan holds the Financial Industry Regulatory Authority (FINRA) securities registrations of Series 6, 63, 7 and 65 with LPLFinancial and he's licensed in the state of Arizona in life, health and disability insurance.

He entered into the investment field in 1986 and is a L.U.T.C. graduate as well as a member of the Financial Planning Association.

In his spare time Dan enjoys playing tennis and is a Platinum Cyclist in the annual Tour de Tuscon. He also enjoys spending time with his daughter Janelle, currently a student at Sahauro High School.

Education and Professional Certifications

• University of Arizona
• College for Financial Planning, Denver, CO

Luis Manriquez

• Phone 520-325-6684
• luis@streffgroup.com

In 1981 Luis Manriquez transitioned from a career as a Public Accountant to a Financial Advisor and in 2015 joined Streff Financial Group. His focus and objective is helping people ease their retirement financial fears and in some cases helping them retire early.

Luis believes that listening to what you desire, designing, implementing and monitoring a life plan are very important. He explains why a decision is recommended or made.

As an active participant in his community, he serves as Board Chair of a local youth organization. He has allocated time to youth activities all his adult life, saying “I believe our Youth are our future”.

He has 2 grown boys and has twin grandchildren, a boy and a girl that are the joy of his life.

He and his partner in life Nancy, enjoy traveling to the different beaches of the world. Luis loves to hike and backpack and has climbed various mountains over 14,000 feet high.

Education and Professional Certifications

• University of Texas at El Paso, Texas
• Bachelor of Business Administration in Accounting and Finance
• College for Financial Planning

Areas of Practice

• Financial Planning
• Retirement Planning
• Wealth Management
• Estate Planning advise

Professional and Civic Affiliations

• Member of Financial Services Institute (FSI)
• Chairman of the Board 2010-present, Connecting Communities
• Past Board member of Tucson Hispanic Chamber

Peggy Sage FPQP

• Phone 520-325-6684
• peggy@streffgroup.com

Peggy’s career in financial services spans 28 years with her background in banking, personal trust administration and investment services.

Peggy began work in a local bank before she moved to Hawaii where she lived and worked for 8 years. In Honolulu, she held various positions for the Bank of Hawaii before taking on her most rewarding position in the Personal Trust department.

She returned to Tucson in 2002 and was offered a position with a local credit union, the largest in southern Arizona. There she accepted the role as administrative assistant to the lead investment services representative, Mick Steff. She and Mick worked closely together for three years.

In 2013, Peggy reunited the team when she accepted an offer from Mick to join Streff Financial Group.

Peggy is the administrative and client support backbone for the firm, assisting Mick and two other advisors in the office.

Peggy is the mother of 3 sons and a grandmother of 8 grandchildren with whom she adores. When relaxing, she enjoys reading, traveling, watching movies, hiking, bowling and especially spending time with her family.

Education and Professional Certifications

• Series 7 & 63 Securities Licenses, held with LPL Financial
• Practicing FPQP (Financial Paraplanner Qualified Professional) certificant since 2017
• Life, Health and Disability Insurance License

Professional and Civic Affiliations

• Volunteer for the National Multiple Sclerosis Society