Our Team
At Assured Concepts Group, our focus is to keep you on track toward realizing your ideal financial future while preventing critical losses that can jeopardize that. We are proud to leverage our credentials—including Enrolled Agent, Certified Estate Planner, Registered Financial Consultant, Accredited Investment Fiduciary, Ed Slott Master Elite IRA Advisor, and more—to help you address a multitude of concerns. But even more important to us is that we make you feel at home with us and empowered on your journey while we help you keep more of what’s yours.
Over the years, we’ve found that a collaborative approach is one of the most effective ways to help clients navigate the complexities of today’s financial world. Every strategy we develop is shaped by a collective effort grounded in education, experience, and a deep understanding of your values.
Get to Know Your Financial Partners
David Schlossberg, EA, RFC®, AIF®, NSSA®, CEP
Founder & Senior Partner
Larry Strzelecki, MBA,
CFP®, AIF®
Partner
Anthony “Tony” Feucht, IAR
Partner, Investment Advisor Representative
Cole Barkocy
Paraplanner, Customer Service Representative
Stacey Lech
Operations Manager, Chief Compliance Officer
Stephanie Nava
Client Service
Manager
Let’s Talk About What Matters to You
No matter how straightforward or complex your financial life may seem, anyone can be the victim of not knowing what they don’t know. That’s why our coordinated team of dedicated professionals works together to support you, helping ensure every move is proactive and made with your best interests at heart. If you’re ready to see how we can help you lose less and secure your legacy, let’s have a conversation—book your consultation today.
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by outside parties to provide information on a topic that may be of interest. These outside parties are not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. Assured Concepts Group Ltd. is neither a broker-dealer nor an investment adviser. Securities and Variable Insurance products are offered through Purshe Kaplan Sterling Investments www.pksinvest.com, member FINRA / SIPC , www.finra.org, www.sipc.com. Advisory services provided through Assured Advisory Group, LLC, a Registered Investment Advisory Firm. Purshe Kaplan Sterling Investments is a full service brokerage firm, operated primarily through independent registered representatives. Investing involves risk including loss of principal. The information provided is not directed at any investor or category of investors and is provided solely as general information about products and services or to otherwise provide general investment education.
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