Strategic Financial Group

Meet Our Founder & Team

Strategic Financial Group Founder: James Rosebrough

James Rosebrough, President & CEO
Strategic Financial Group

James Rosebrough is president and CEO of Strategic Financial Group. Our team’s goal is to provide sound financial advice to those seeking to purchase investments and buy insurance services. To speak with James or another member of the team, please click here to contact us.

LPL Registered Investment Advisor Representative

Strategic Financial Group

633 East Ray Rd, Suite 130
Gilbert, AZ 85296
Office Map & Directions
Phone: 1-480-718-5603  |  Fax: 1-480-718-5597
Cell: 1-480-276-0805  |  Email

EXPERIENCE
  • 11 years in the insurance industry
  • 10 years as a financial advisor
  • Managed multiple branches for banks
  • Managed over 40 million in assets
  • 2 years experience with Edward Jones Investments
  • 4 years experience with liberty Investment services
  • 2 years experience with National City Investments
  • 1 year experience with Credit Union Financial Network
  • Managed Investment accounts
  • 401k rollovers
  • Business Retirement plans
  • Mutual Funds
  • College/education accounts
  • Annuities
  • Health Insurance
  • Life Insurance
REGISTRATIONS & LICENSES
  • Series 7 (General Securities Representative)
  • Series 63 (Uniform Securities Agent State Law)
  • Series 65 (Uniform Investment Adviser)
  • Arizona Life and Health Insurance Licensed
  • Arizona Property and Casualty Licensed

David Gray & Christine McAlister-Gray, Agency Principals

McAlister, Gray & Payne Insurance

3617 East Southern Avenue, Suite. 1A Mesa, AZ 85206 [Map]
Phone: 1-480-621-6400  |  Fax: 1-480-807-1477  |  Email
Experience:
Served East Valley since 1986  |  Owned multiple captive & independent agencies  |  Provide all insurance needs
10+ years corporate marketing  |  Currently represent over 20 insurance companies
Education:
Bachelors in Business Administration  |  Arizona Property and Casualty Insurance Licensed  |  Arizona Life and Health Insurance Licensed
Series 6 (Mutual Funds and Variable Annuities) – Parked  |  Series 63 (Uniform Securities Agent State Law) – Parked

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