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: Member of the St. Francis Area Chamber of Commerce, East Bethel Chamber of Commerce, Monticello 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 his time with his daughters at their karate practice.
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 12 years, Cassie, their two daughters, Ella 11 and Ava 8, as well as their dog, Scooter. They have lived in East Bethel for the past 7 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!
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 31 years, two daughters, son-in-laws, and four grandchildren. Some favorite activities are camping, 4-wheeling, boating, going to plays, and dining.
Melissa Weidner is a Client Care Specialist at Freedom Strategy Group. She joined the team in February of 2019.
Melissa has an insurance license and worked in insurance for 3.5 years prior to this. Most recently in property and casualty, and before that, supplemental insurance. She has also worked in banking for approximately 6.5 years. With this background, it seemed like a natural fit for our team.
Melissa enjoys helping and educating people. As a Client Care Specialists, she will be working with clients to provide superior service. She is very excited and eager, and comes with a positive attitude to learn.
Melissa has been married for 12 years to her husband, Steve. She has 4 children, and 1 step child. They reside just north of Big Lake. She also has one grandson born in February of 2019, and another grandchild on the way in June of 2019. In her spare time she likes to work out at Farrell’s Extreme Bodyshaping in Elk River, and spending time with family and friends. Melissa also enjoys entertaining, cooking and baking.