Financial Planning With Care
Who we are
Holistic financial planning goes beyond mere numbers and spreadsheets; it’s about crafting a comprehensive roadmap for life’s financial journey. It encompasses not only financial goals but also personal aspirations, values, and lifestyle choices. At Strive Financial Group, we ensure a well-rounded strategy that addresses diverse needs from savings, investments, and debt management to estate planning and insurance coverage. Holistic planning empowers individuals and families to align their financial decisions with their broader life objectives, fostering long-term financial security and peace of mind. It’s the art of crafting a financial future that truly reflects your unique aspirations.
We understand that there is no one-size-fits-all approach to financial planning, so we take the time to get to know you and your retirement needs. Whether you are already retired or are currently planning for your retirement, we have the knowledge and resources to help you make your financial vision a reality.
Scroll Below To Learn More About The Strive Financial Group Team!
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Your Financial Planners
Meet Our Team
Greg Freeman
Founder & Partner
Greg Freeman
Founder and Partner
Greg Freeman, Founder and Partner of Strive Financial Group, formerly served as the Founder, President, and CEO of TrustWealth Strategies. He has devoted his career to the realm of wealth management and financial planning, growing his expertise through a more than decade-long tenure as a Partner and esteemed Wealth Advisor at WestPoint Financial Group. Before founding TrustWealth, Greg solidified his reputation as a perennial Blue Chip and Top of Council producer for MassMutual.
Today, with an unwavering belief in the transformative power of proper coaching, systems, and strategies, Greg and his team are steadfastly dedicated to creating a client-centric wealth management platform to serve and nurture Strive Financial Group clients nationwide. He meticulously tailors personalized approaches for his clients, aligning their short-, mid-, and long-term financial objectives while also savoring the present moments of life.
An alumnus of Indiana University’s Kelley School of Business, Greg earned a Bachelor of Science degree in Finance. As a native of Knightstown, Indiana, Greg feels privileged to play a pivotal role in establishing and shaping Strive Financial Group. As the firm’s President and CEO, Greg looks forward to leading a team of dedicated professionals and further strengthening the ties with clients who have become like family throughout the years.
When not immersed in the world of finance, Greg finds joy in spending cherished moments with family and friends. An avid sports enthusiast, you might catch him on the golf course with clients and friends or passionately cheering for his alma mater, the Indianapolis Colts, or the Indiana Pacers. With a shared vision for the future, Greg Freeman and the Strive Financial Group team are excited to embark on this transformative journey, committed to helping clients pursue financial prosperity and well-being for generations to come.
JOE HILLMAN, RICP®
Founder & Partner
Joe Hillman, RICP®
Founder & Partner
Joe Hillman is a Founder and Partner at Strive Financial Group. Prior to Strive Financial Group, Joe was a Partner and Co-Founder of TrustWealth Strategies after spending six years at WestPoint Financial Group.
During his time at WestPoint, Joe was recognized several times for his success. He was in the Freshman Five as one of the top five first-year producers in the country, as well as a Blue Chip Council Producer for MassMutual twice in his tenure. Prior to joining WestPoint, Joe was the owner of M.E.D. Distribution for 15 years. Joe oversaw the day-to-day business of a spinal implant medical distribution company. This entrepreneurial experience aided Joe in combining his resources and experience with Greg Freeman to start TrustWealth Strategies.
Joe earned his Bachelor of Science degree in Finance and Real Estate through the Kelley School of Business at Indiana University. Joe played basketball for Bob Knight, as well as baseball, and was a member of the 1987 NCAA Championship Team. He was captain of the 1989 Big Ten Championship Team and received the CoSIDA-GTE First Team Academic All-American award that year. Joe was drafted by the Oakland A’s where he spent two years playing professional baseball before pursuing professional basketball in Australia and England. Throughout his time at Indiana University, Joe was largely influenced by the widely known Bob Knight, who said himself that Joe was a born leader.
Joe is married to Kris Hillman and has two beautiful children, Kara and Jack. In his free time, he enjoys playing golf, watching sports, and cheering on his children in their sports.
Cody Noye
Financial Professional
Cody Noye
Financial Professional
Cody has been in the financial industry since 2015 after graduating from Indiana University, where he majored in Marketing and Management with a minor in Business.
Cody has a strong passion for helping and serving others not only in their financial planning but also being an advocate in any way possible. His combination of experience, professionalism, and access to a wide variety of products and services can help you meet your financial goals, estate strategies, and insurance needs.
Outside of his career, he strives to be the best person he can possibly be, whether that is perfecting his own craft every day or finding ways to mentor the next generation in all aspects of life. Cody enjoys traveling to new places, spending time on the water in the summers, and, most importantly, cherishing every minute with family.
Thomas Rueckl, CFP®
Senior Financial Advisor
Thomas Rueckl, CFP®️
Senior Financial Advisor
Thomas Rueckl, CFP®️ (Tom) is a Senior Financial Advisor with Strive Financial Group in Green Bay. With more than three decades of experience in the financial services industry, he brings a deep well of knowledge and a proven track record of guiding clients through all stages of their financial lives.
As a Certified Financial Planner™️ professional, Tom draws on his extensive expertise to help clients navigate complex financial landscapes with confidence. Known for his ability to break down sophisticated strategies into clear, understandable terms, he ensures clients feel informed, empowered, and comfortable with every decision they make. Tom is especially passionate about building customized, sustainable financial plans that support families through life’s major milestones.
Outside the office, Tom enjoys a fulfilling life with his wife, Nikki. They are proud parents of three grown sons—Alex, Noah, and Logan—and doting grandparents to their granddaughter, Luna. Their family also includes their beloved dog, Zuzu. In his free time, Tom enjoys computer programming, photography, 3D printing, hunting, and fishing.
Chris Bauchle, RICP®, CFP®
Financial Planner
Chris Bauchle, RICP®, CFP®
Financial Planner
Chris Bauchle is a Financial Planner with Strive Financial Group. He holds a Master of Science in Financial Services with a concentration in Retirement Planning. Chris is a career firefighter and believes every family should have access to an advocate for making smart and calculated financial decisions. He has completed the Retirement Income Certified Professional designation and has a knack for simplifying complex strategies for those who seek financial independence and the ability to retire early.
The underpinnings of Chris’ desire to serve others began in 2006 in the United States Air Force. He specializes in financial planning for public safety professionals, military members, and others with access to a pension. His experience also includes veteran’s benefits, income tax optimization, and rental real estate. In his off time, Chris volunteers with the non-profit group Firefighters On A Mission and enjoys competing in triathlons, reading, and spending time with his wife and two children.
RYAN BOESTER
Partner
Ryan Boester
Partner
Before partnering with Greg and Joe at TrustWealth Strategies, now Strive Financial Group, Ryan was a Financial Planner at WestPoint Financial Group. In his first year, he was awarded Rookie of the Year as the top new advisor of the firm and immediately followed up his early success as a perennial Leaders qualifier among the top in the industry.
Ryan grew up in Auburn, Indiana, and graduated from Huntington University as a two-sport athlete in basketball and golf. He first started his practice in Fort Wayne, Indiana, and now resides in Indianapolis, where he continues to build relationships with his clients all over the country.
Ryan’s increasing knowledge, experience, and commitment to providing his clients with the resources they need to fulfill their financial dreams and become worry-free in retirement is what sets him apart. He prides himself in building a deep relationship with each client, which ultimately aids him in designing and recommending the best strategies to meet their desired goals.
Ryan is an avid golfer and member of Highland Golf & Country Club. When he’s not working, you can find him spending time at the golf club with his family and friends or teaching his dog, Winston, a new trick or two. Ryan loves to be spontaneous with his traveling where he can experience new places and adventures.
Brian Bodamer
Financial Planner
Brian Bodamer
Financial Planner
Brian Bodamer is a financial planner with Strive Financial Group. He graduated from Indiana University with a B.S. in Finance and Business Management from the Kelley School of Business. Out of school, he joined Nestle and held various manufacturing finance and business finance roles. From there, he joined Stryker in Michigan as a Finance Director. His experience in Fortune 500 companies, paired with his service mindset, allows him to ensure every individual need of his clients is met.
Brian takes pride in simplifying what can be a complex situation so that it is easily understood by those with varying levels of experience in financial management. Many of his clients mention, “I’ve always meant to do something, but never knew where to start.” He focuses on their current situation and future goals to lay out short-term, medium-term, and long-term strategies for an all-encompassing wealth management plan. All the while ensuring each client understands exactly what the recommendations are and how they can be successful along the journey.
Brian is a native of Highland, IN, and now resides in Kalamazoo, MI. When not helping clients, Brian enjoys spending time with his wife and three kids, traveling, and brewing beer and making wine.
Ross Gaddy
Financial Planner
Ross Gaddy
Financial Planner
Ross Gaddy is a Wealth Advisor and Personal CFO for his clients at Strive Financial Group. Prior to joining the team at Strive Financial Group, Ross spent five years as a Financial Planner at WestPoint Financial Group and eight years working for his alma mater, IU-Bloomington, where he earned both his bachelor’s and master’s degrees.
Within his practice, he places the highest value on integrity, trust, and complete transparency with his clients. He understands that it is “more than just money” for them. It’s their livelihood—their ability to take care of daily needs and a balancing act to accomplish their immediate and long-term goals.
Ross takes pride in providing fiercely independent, unbiased financial advice in his fiduciary capacity. There isn’t a “one-size-fits-all” solution to building and protecting wealth.
He also has a unique and very personal drive for business planning and working with business owners who have a desire to protect the blood, sweat, time, and money they’ve invested in their business.
In his own words:
“I’m on a mission to help prevent business owners and their families from experiencing the pain and stress of seeing a successful business crumble as a result of not knowing the right person. Years ago, I saw my parents’ thriving 36-year business disappear overnight. My brother and I were left to clean up the mess—liquidation of business assets, taxes, creditors, banks, and lawyers. It was a terrible time in our lives and now I get to relieve that potential stress from everyone I work with.”
When not immersed in the world of finance, Ross can be found spending time with his wife, Savannah, and his daughter, Ellie. If not in the office, you can find them at a park, in a pool, or in their favorite vacation spot—the US Virgin Islands.
Josh DaMore
Financial Planner
Josh DaMore
Financial Planner
Prior to teaming with Strive Financial Group, Josh DaMore joined the industry in 2018 as a Financial Advisor with WestPoint Financial Group. Josh has helped clients address their financial uncertainties and develop sound investment plans by focusing on each individual’s specific needs. Josh’s focus is to help his clients identify and meet their present & future life goals while providing constant attention to their overall investment plan. With extensive knowledge about current changes in the market, Josh has dedicated his profession to delivering the personalized investment planning services that his clients deserve. He is very passionate about building relationships with his clients and helping them attain financial independence.
When he’s not serving his clients, he can be found spending time with his family. He currently lives in Spring Grove, IL, with his wife Audrey, their son Levi, and daughter Gianna. Josh grew up in Grayslake, IL, and went to college at Aurora University, where he played baseball and met his wife.
Josh is also a huge Cubs & sports fan. It takes a lot for him to miss a Cubs game, but he also enjoys watching the Bears, Bulls, and Blackhawks. He still loves to play sports in his free time, but now he’s ready to be Levi & Gianna’s #1 fan and coach!
Jack Hillman
Financial Advisor
Jack Hillman
Financial Advisor
Jack graduated Magna Cum Laude from St. Norbert College with a degree in Finance. Having grown up around the financial services industry, he brings a lifelong understanding of the field and a genuine passion for helping others achieve financial success. Jack is committed to building long-term relationships with his clients by providing thoughtful guidance and personalized strategies tailored to their unique goals.
With a strong foundation in financial planning, Jack focuses on helping individuals and families work toward their wealth-building, estate planning, and insurance objectives. He leverages his education, professionalism, and access to a wide array of products and services to support clients at every stage of life. Jack brings the same drive and discipline that fueled his success as a student-athlete to serving his clients every day.
While at St. Norbert, Jack was a dedicated student-athlete, earning recognition as a three-time ACHA Academic All-American and appearing on the Dean’s List for all six semesters. He also contributed to his hockey team’s success as they captured two consecutive Harris Cup championships.
Outside the office, Jack enjoys spending time outdoors—whether it’s fishing, hunting, or playing golf.
Logan Rueckl
Financial Advisor
Logan Rueckl
Financial Advisor
Logan is a Financial Advisor with Strive Financial Group, proudly serving clients from the firm’s Green Bay office. He began his career at Morgan Stanley, where he developed a strong foundation in wealth management and earned the firm’s distinction of Financial Planning Specialist. This early experience shaped his disciplined, client-first philosophy and established his commitment to delivering thoughtful, comprehensive financial guidance. Today, Logan brings that same dedication to helping individuals and families navigate the complexities of their financial lives with clarity and purpose.
Logan’s practice is centered on detailed financial plan analysis and the development of strategic, goals-based solutions. He works closely with clients to evaluate their full financial picture—integrating investment management, retirement planning, risk management, tax-aware strategies, and estate considerations into a cohesive and personalized plan. Through a consultative and analytical approach, Logan seeks to identify opportunities, mitigate risk, and design strategies that adapt as clients’ needs evolve over time. His priority is ensuring that each client not only understands their financial plan, but feels confident in its direction and empowered to take ownership of their financial future.
At Strive Financial Group, Logan believes that true success is built on meaningful, long-term relationships. He is committed to fostering an environment where clients and their families feel supported, valued, and genuinely part of the Strive Financial Group Green Bay team. Outside of the office, Logan enjoys embracing everything the Green Bay area has to offer—whether it’s cheering on the Packers, spending time on the golf course, or enjoying the outdoors through hunting and fishing. Most importantly, he values quality time with his family and his dog, Winnie, who keeps life both grounded and fun.
Sandy Arles
Financial Advisor
Sandy Arles
Financial Advisor
Sandy Arles has spent more than 15 years helping clients gain clarity and confidence around their financial lives. He approaches planning with a simple belief: every client has a unique story, and their plan should reflect it. His work spans investment management, cash flow, insurance, tax strategy and estate planning. With a strong network of professional partners, Sandy focuses on coordinating the full picture so clients can make decisions with less stress and more certainty.
Before joining Strive, Sandy built and managed a successful practice at Charles Schwab, where he spent the majority of his career. Making the move to the independent side has allowed him to deliver open-architecture, unbiased advice and build a practice centered on long-term relationships.
When he isn’t meeting with clients or building financial plans, Sandy enjoys spending time with his wife, Shelby, and their sons Kieran and Kai. Born just 79 miles from St. Andrews, he jokes that his Scottish roots didn’t do much for his golf swing. He’s a former collegiate soccer player who stays active, enjoys trying new restaurants, catching live music and being involved in his community.
Elliott Shannon
Financial Advisor
Elliott Shannon
Financial Advisor
Elliott brings more than 13 years of business ownership and management experience to his role. Before entering the financial services industry, he opened and operated multiple bar and entertainment venues, founded 615ATM, and managed luxury short-term rental properties throughout the Nashville area. His firsthand experience as a business owner gives him a unique understanding of the challenges and opportunities entrepreneurs face every day.
As a licensed Investment Adviser Representative (Series 65) and Tennessee Life & Health Insurance professional, Elliott works with individuals, families, small business owners, and self-employed professionals to help them grow, protect, and plan for their financial future. He believes financial planning should be straightforward and personalized, creating practical strategies that align with each client’s goals and stage of life.
When he’s not working with clients, Elliott enjoys staying active through strength training, golf, beach volleyball, and just about anything outdoors. He also loves traveling and scuba diving, and values the strong connections he’s built within the Nashville community he proudly calls home.
Hayley Lenz
Director of Client Experience & Operations
Hayley Lenz
Director of Client Experience & Operations
Hayley Lenz is the Director of Client Experience & Operations at Strive Financial Group. She plays a key role in shaping how clients experience Strive, combining deep industry knowledge with a thoughtful, relationship-driven approach to service.
Hayley began her career in financial services in 2002 and brings more than two decades of experience supporting advisory teams and clients. She works closely with advisors and internal team members to ensure day-to-day operations run smoothly while helping deliver a consistent, high-quality client experience. Her strengths include overseeing administrative processes, improving operational workflows, facilitating client engagement, and supporting the delivery of comprehensive financial planning.
Clients value Hayley’s attention to detail, responsiveness, and ability to truly listen. She is known for anticipating needs, following through, and helping find practical solutions that make clients feel supported and confident.
Hayley holds her Series 7, 63, 65, and 24 licenses, along with life and health insurance licenses.
She lives in Green Bay, Wisconsin with her husband, two children, and several pets. Outside of work, she enjoys spending time with family and friends, motorcycle rides, and the thrill of a great liquidation sale.
Ashlie Gerrish
Director of Compliance and Operations
Ashlie Gerrish
Director of Compliance and Operations
Ashlie Gerrish is the Director of Compliance and Operations at Strive Financial Group. She plays a central role in safeguarding the firm’s regulatory integrity while building the operational infrastructure that helps the team work smarter and serve clients better.
Ashlie began her career in financial services in 2008 and brings nearly two decades of experience spanning both the advisory and regulatory sides of the industry. Her background is well-rounded — she has worked as a registered representative with Charles Schwab, a registered investment advisor with Westpoint Financial Group, an RIA examiner for the State of Indiana, an outsourced compliance officer with Graydon Compliance Solutions, and most recently as a Senior Investment Analyst with the Indiana Public Retirement System. That breadth of experience gives her a rare perspective: she understands compliance not just as a set of rules to follow, but as a framework that, when done well, protects clients and strengthens the entire firm.
In her role at Strive, Ashlie is focused on ensuring the firm meets all SEC requirements while developing processes and workflows that improve efficiency and consistency across the team. She is known for her thoroughness, her ability to translate complex regulatory requirements into practical guidance, and her commitment to getting things right.
Ashlie lives in Indiana with her husband and two daughters. Outside of work, she enjoys spending time with family and friends, getting lost in a good book, and exploring new places near and far.
John Schneider
Summer 2026 Financial Advisor Intern
John Schneider
Summer 2026 Financial Advisor Intern
John Schneider is a Finance and LEAD (Business Law, Ethics & Decision-Making) double major at Indiana University’s Kelley School of Business, where he maintains a 3.98 GPA and is on track to graduate in May 2027. A Hudson and Holland Scholar, Hutton Honors College member, and Dean’s List honoree, John has built a record of academic excellence matched by meaningful real-world experience. He recently concluded a congressional internship in Washington, D.C. with the Office of U.S. Senator Todd Young (R-IN), where he brought his passion for public service to life on a national stage.
Beyond Capitol Hill, John has demonstrated strong leadership as President of the IU Club Golf Team, growing a 100+ member organization, increasing revenues by over 35%, and securing a corporate sponsorship with Greyson Clothiers. He also competes in Moot Court, drafting briefs and delivering oral arguments in simulated appellate proceedings, and previously served on IU’s Club Sports Federation Appeals Committee. He plans to pursue law school following his undergraduate studies.
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