Dale is Founder & Senior Financial Planner of Strategic Financial Concepts, Senior Partner of First Point Financial, and has been a Financial Service Professional since 1991. He graduated Cum Laude with a Bachelor of Science Degree in...

Steven Opdahl is Senior Partner of Strategic Financial Concepts with over 30 years of financial experience as a CPA and former CFO. Steve is a senior financial planner and a strategic wealth advisor specializing in comprehensive...

Steve’s focus is to assist individuals, families, and small businesses in identifying and implementing effective financial strategies that address their goals and objectives. His skill sets are utilized in serving others and...

Mark A. Edlund, CFP® is a Certified Financial Planner with over 20 years of experience in the financial services industry. Mark specializes in working with individuals and businesses to help pursue their financial goals and...

Nandita Bhattacharjee is Financial Planning Coordinator with Strategic Financial Concepts. She came from a 25 year career as a Radiologist, while serving 9 years on a large Employee Retirement Plan Board. Prior to commencing her...

Ben joined Strategic Financial Concepts in 2019 as our Operations Specialist. He graduated with a Bachelor of Science in Business Management from University of Wisconsin. As Operations Specialist, he is responsible for servicing client...

Joyce Sealine is a graduate of Iowa State University, attended the University of Iowa for post-graduate studies in business administration, and has earned the professional credentials of FLMI, and Chartered Financial Consultant (ChFC),...