We at Strategic Marketing Financial Services, Inc. (SMFS) Work with Financial Professionals, Independent Life Insurance Producers, CPAs, and Tax Attorneys, namely the team of “Trusted Advisors”. We provide you with specialty advice and solutions to help fund your client’s needs and reduce the amount of unnecessary taxes they pay.
The Advisors to the Advisor
Are you looking for an IMO who listens, calls before you do, takes the paperwork off your desk, and lets you focus on relationship building?
Our Clients
- Financial Professionals
- Independent Life Insurance Producers
- CPAs
- Tax Attorneys
Our Leadership Team
Marc Olswang founded Strategic Marketing Financial Services in 2011, after working in the finance and insurance marketing industry for nearly 15 years. His primary focus is on building strategic relationships with advisors and insurance professionals who are looking to grow their business through innovative, cutting edge financial and tax strategies as well as unique marketing concepts.
Marc builds strong relationship foundations with agents and advisors through his strategic investment platforms that promote wealth accumulation and tax advantaged vehicles.
Through his firm, Strategic Marketing Financial Services, Marc offers a full range of Leveraged Planning options and various financial and insurance services for the high net worth client.
Violet Viall joined our team as the Director of Sales & Marketing at the beginning of 2024, after a 7 year stint in agricultural sales. She is a recent transplant from Los Angeles, who brings with her a strong skillset, along with a warm and friendly demeanor. With decades of accounting, finance, marketing, business development, and sales under her belt, she has proven to be quite the asset when it comes to helping our clients. Her primary focus is to hone in on advisors who she thinks would benefit from our strategies.
Violet has already proven to be quite beneficial to our organization and we look forward to having her on our team for many years to come.