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, IAR

Paraplanner, Investment Adviser 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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