At Streff Financial Group, we are committed to helping our clients make educated decisions about their wealth, and striving to free them to utilize that wealth to enhance their lives and support the causes they feel most passionate about.
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 26 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.
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.
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.
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 Streff. 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.
*The Five Star Wealth Manager award, administered by Crescendo Business Services, LLC (dba Five Star Professional), is based on 10 objective criteria:
Credentialed as a registered investment adviser or a registered investment adviser representative;
Active as a credentialed professional in the financial services industry for a minimum of five years;
Favorable regulatory and complaint history review (As defined by Five Star Professional, the wealth manager has not: A. Been subject to a regulatory action that resulted in a license being suspended or revoked, or payment of a fine; B. Had more than a total of three customer complaints filed against them [settled or pending] with any regulatory authority or Five Star Professional’s consumer complaint process. Unfavorable feedback may have been discovered through a check of complaints registered with a regulatory authority or complaints registered through Five Star Professional’s consumer complaint process; C. Individually contributed to a financial settlement of a customer complaint filed with a regulatory authority; D. Filed for personal bankruptcy; E. Been convicted of a felony);
Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. Award does not evaluate quality of services provided to clients.
Once awarded, wealth managers may opt to purchase profile ad space or promotional products. The Five Star Award is not indicative of the wealth manager’s future performance. Wealth managers may or may not use discretion in their practice and therefore may not manage their client’s assets. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Working with a Five Star Wealth Manager or any wealth manager is no guarantee as to future investment success, nor is there any guarantee that the selected wealth managers will be awarded this accomplishment by Five Star Professional in the future. For more information on the Five Star award and the research/selection methodology, go to fivestarprofessional.com/
Streff Financial Group
2030 E Speedway Blvd
Suite 120
Tucson, AZ 85719
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Phone 520-325-6684
Fax 520-318-4331
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