There is something amazing about connecting with a community of people who share a common goal. While the team at Freedom Strategy Group is dedicated to the mission of the organization, they are real, authentic people who care, live, and do as they say.
Daniel Berckes, married to Michelle, life-long residents in Minnesota, have five children and two grandchildren. Dan has been self-employed since age 17 when as a crop and livestock farmer he learned the work-ethic, challenges, and rewards of that first vocation. Dan graduated from vocational tech school with an agri-business degree and soon successfully learned (twice) how not to survive as a farmer.
Interested in finances, Dan joined A. L. Williams and began building a business of like-minded people who believed in educating people to get the right amount of life insurance to properly protect their families in the event of death. Becoming a registered investment representative in his twenties helped Dan learn the good and bad of market-related investments. After nine-year’s work and attaining the Regional Vice Presidents position, Dan left the financial business and began a twelve-year seven-career process which helped him find again his true passion of helping people build financial security.
In 2004, Dan became a Wealth Strategist with a financial business where he learned to think differently. Whole life insurance came to life for Dan after reading, Becoming your own Banker, by Nelson Nash. Hard lessons as a Registered Investment Advisor cemented Dan’s belief in the virtues of properly-structured permanent life insurance. Dan purchased a division of the business he worked for and became president of Freedom Strategy Group in 2010. That year Dan joined Mutual Trust Life as an independent General Agent then in 2012 he contracted with Imeriti Financial Services. Attaining much recognition and awards for personal production, Dan became a board member of the General Agents Advisory Council to serve other agents who were contracted with Mutual Trust Life.
Today, Dan serves several hundred families through a unique message of “Bringing Freedom to your Life and Money” by a six-step process called the Freedom Strategy Solution. Extensive life lessons and the excellent tools of LEAP, Circle of Wealth, and the Freedom Reserve System have made Dan’s work-life an enjoyable, exciting, and rewarding experience. Dan credits many special people, authors, and strategic partners for his achievements. Dan stays grounded knowing without his faith and personal relationship with Jesus all these “things” are meaningless. That said, Dan encourages all who read this bio to strive for excellence in all they do.
Eric Schmoll is a wealth of financial knowledge!
His background in personal & business banking, along with life, health, accident, long term care, and annuities in the insurance field, licensed mortgage loan originator experience in bank, corresponding and broker worlds has given him a well-rounded mindset. He also has experience in property management. Right out of college, Eric began working by assisting in managing two 400+unit apartment complexes. Eric has continued to build his property management experience by owning multiple single-family investment properties. He is well versed in many aspects of real estate, which is enhanced continually, while working with clients through the Freedom Reserve System.
Eric focuses on continually learning every day. From network groups, to books, podcasts, radio, seminars, webinars to presentations and mentoring, he enriches his mind with a wide variety of areas to gain knowledge and wisdom.
Through his philanthropic efforts, Eric sponsors many local and national causes with volunteering time, money and resources. Donating blood to Memorial Blood Center is also on the top of his list. He volunteers his time on civic groups: President of the St. Francis Area Chamber of Commerce, member of East Bethel Chamber of Commerce & Big Lake Chamber of Commerce. Eric also stays active in the community by attending local school board and city council meetings, planning meetings, and leads the Connect 17 group that was founded as part of the East Bethel BR&E study. This study was compiled with a joint effort of the East Bethel Chamber of Commerce, the University of Minnesota and the City of East Bethel. Eric also spends time helping coach his daughter’s basketball team.
Why is Eric a Wealth Strategist and owner with Freedom Strategy Group?
Because he wants to educate and inspire the willing with financial truths that will enrich their lives and the generations that follow them.
Eric helps his clients unlock a successful financial future by showing them how macroeconomics works within their personal economic model, and shows them how to stop unknowingly and unnecessarily lose money.
This amazing journey Eric is on he also shares with his wife of 11 years, Cassie, their two daughters, Ella 9 and Ava 6, as well as their dog, Scooter. They have lived in East Bethel for the past five years, and before that they lived in Cambridge for six years. Eric and Cassie are both University of Minnesota Duluth Alumni, and enjoy many trips back to visit and cheer on the Bulldogs in all their athletic events, hockey, football and volleyball to name a few!
Mike has been married to his wife, Michele, for 20 years and they have three children. He graduated from Crown College, with a degree in Management & Ethics, with a minor in Biblical Studies. Mike is the youngest of 9 children, whose parents worked tirelessly to provide for each of them. From private education to food and shelter, and all points in between. Now as a father to his three children, he has a new appreciation for the true scope of the responsibility parenting entails.
Professionally, he has been in the problem-solving business, aka sales, for over 25 years. Most of those years spent providing technical services to the education industry. The other share of that time he was working in the insurance sector, providing risk management services to businesses. He truly enjoys meeting people who need him, and the skills he has developed over those 25+ years. There is nothing more rewarding then knowing the impact you have had in someone’s life both professionally and personally.
You will see a mission statement on our website, and we all live and breathe it here at Freedom Strategy Group. “Our mission is to educate and inspire the willing with financial truths to enrich their lives and the generations that will follow them.” This is what I focus on each day that I enter the office, this statement keeps me focused on you.
Mike and his wife have been clients of Dan’s since 2004, when they were enlightened about some “financial truths”. Mike and his wife were thankful that they were taught how to look at money differently than that had been. He still believes in the systems and the approach FSG has, so when the opportunity came to join the team, he jumped at it. With the unique perspective, having been a client prior to working as a Wealth Strategist at FSG. He understands how hard it can be to trust someone with something as personal as your family’s financial matters. That is what makes FSG so great, it is a safe place, free of judgment, because we are all 100% committed to helping YOU.
The early part of Teresa’s career was focused on Customer Service and Administration, mainly working with Private Student Loans while helping with the Bookkeeping at her husband’s Machine Shop. In 2006, Teresa left her position with Student Loan Processing to work at the Machine Shop full time where she was trained in Leadership, Communication, and Business Ownership. Teresa and her husband, Doug, met Dan Berckes at a Workshop in 2008 and became clients shortly after. Teresa joined Freedom Strategy Group as a Client-Care Specialist in 2013, when her husband sold out of his part of the Machine Shop. Teresa’s motto is “If I can help someone be happy, or if I can make something easier for them, it’s a good day!”
When not at Freedom Strategy Group, Teresa enjoys spending time with her husband of 29 years, two daughters, son-in-laws, and four grandchildren. Some favorite activities are camping, 4-wheeling, boating, going to plays, and dining.
Ann is the newest member of Freedom Strategy Group, joining the team in 2016. She serves Freedom Strategy Group as a Client-Care Specialist and helps keep the office running smoothly and efficiently. She finds great fulfillment in ensuring our clients receive great care. Ann has specialized in Client Services for over 20 years.
Outside of Freedom Strategy Group Ann enjoys spending time with family and friends. She has a passion for health and wellness and most anything creative.