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Team

Good humans at the heart of it all.
The Strategic Team.

Rallied behind a shared purpose: to help people live a great life. We take a holistic approach to planning and an expansive approach to possibilities.

Expert Advisors

  • Alan Leist III CFA, CEO, Financial Advisor, Strategic Financial Services Leadership Team: portrait
    Chief Executive Officer
    Alan Leist III
    CFA
  • Alan Leist, Jr. CFP, Wealth Management Firm Founder: portrait
    Founder and Chairman of the Board
    Alan R. Leist, Jr.
    CFP®
  • Judy Sweet CFA, Senior Financial Advisor, Female Financial Advisor: Portrait
    Senior Advisor, Partner
    Judy Vicks Sweet
    CFA
  • Aaron Evans CFP, Senior Financial Advisor, Financial Planner: Strategic Financial Services Leadership team. Portrait.
    Senior Advisor, Partner
    Aaron Evans
    CFA, CFP®
  • Greg Mattacola, Esq., CFP, Senior Financial Advisor, Financial Planner: portrait
    Senior Advisor, Partner
    Greg Mattacola
    Esq., CFP®
  • Laura Powers, ChFC, Senior Financial Advisor, Financial Planning: portrait
    Senior Advisor, Partner
    Laura Powers
    ChFC®
  • Melissa Fernalld, CFP, Senior Financial Advisor, Financial Planner: portrait
    Senior Advisor, Partner
    Melissa Fernalld
    CFP®
  • Mike McGraw, Senior Advisor, Partner Portrait
    Senior Advisor, Partner
    Mike McGraw
    CFP®
  • Cody Carnaya, CFP, Lead, Financial Advisor: portrait
    Lead Advisor
    Cody Carnaya
    CFP®
  • Connor Gaffney, CFP, Lead Financial Advisor: portrait
    Lead Advisor
    Connor Gaffney
    CFP®
  • Curt Pearsall, CFP, Lead Financial Advisor: portrait
    Lead Advisor
    Curt Pearsall
    CFP®
  • Francesca Asher, CFP, Lead Financial Advisor, Financial Planning: portrait
    Lead Advisor
    Francesca Asher
    CFP®
  • Justin Hearty, CFP, Financial Planning Specialist: portrait
    Financial Planning Specialist
    Justin Hearty
    CFP®
  • Kyle Dempster, CFP, Lead Financial Advisor: portrait
    Lead Advisor
    Kyle Dempster
    CFP®
  • Ben Petell, Associate Financial Advisor: A man with short brown hair and a beard and a blue shirt. Bio headshot.
    Associate Advisor
    Ben Petell
  • Nick Accordino, CFP, Associate Financial Advisor, Financial Planner. A man with short brown hair wearing a blue suit and tie. Strategic Financial Advisor Team. small photo.
    Associate Advisor
    Nick Accordino
    CFP®
  • Sophia Tsoupelis, Associate Financial Advisor: portrait
    Associate Advisor
    Sophia Tsoupelis
  • Associate Advisor
    Jakob Podkowka

Smart Investors

  • Doug Walters CFA, Chief Investment Officer: portrait
    Chief Investment Officer, Partner
    Doug Walters
    CFA
  • Max Berkovich, Portfolio Manager, Investment Management: portrait
    Portfolio Manager, Partner
    Max Berkovich
  • David Lemire CFA, C(k)P, Director of Research, Investment Management: portrait
    Director of Research, Partner
    David Lemire
    CFA, CIPM, C(k)P
  • Bob Hanft, Senior Strategic Financial Advisor: portrait
    Senior Strategic Advisor
    Bob Hanft

Retirement Plan Professionals

  • Greg Tedone CPFA, ARPC, Head of Corporate Retirement Plans, Investment Management Firm: portrait
    Head of Retirement Plans, Senior Advisor, Partner
    Greg Tedone
    CPFA, ARPC
  • Jake Storsberg, CPFA, Associate Financial Advisor, Retirement Plan Specialist: portrait
    Associate Advisor, Retirement Plans
    Jake Storsberg
    CPFA
  • Shannon Cool, Associate Advisor, Retirement Plans portrait
    Associate Advisor, Retirement Plans
    Shannon Cool

Dedicated Client Service

  • Holly Cafalone, Operations Manager: portrait
    Operations Manager
    Holly Cafalone
  • Crystal Seymore, Executive Assistant, Wealth Management: portrait
    Executive Assistant, Client Service Specialist
    Crystal Seymore
  • Lori Mitchell, Senior Client Service Specialist portrait
    Senior Client Service Specialist
    Lori Mitchell
  • Paula Rizzo, Senior Client Service Specialist: portrait
    Senior Client Service Specialist
    Paula Rizzo

Operations & Marketing

  • Felicia Joseph, receptionist: Portrait
    Office Administrator
    Felicia Joseph
  • Jeremy Stewart, Chief Technology Officer: portrait
    Chief Technology Officer, Partner
    Jeremy Stewart
  • Kasey Williams, Chief Operations and Compliance Officer, Strategic Financial Services Leadership Team: portrait
    Chief Operations and Compliance Officer, Partner
    Kasey Williams
  • Katy Heintz, Business Development and Marketing Manager, Wealth Management firm: portrait
    Chief Growth Officer, Partner
    Katy Heintz
  • Chief Impact Officer, Partner
    Michael Leist
  • Nancy Meininger, Head of Business Management: portait
    Business Administrator
    Nancy Meininger
  • Growth Marketing Manager
    Growth Marketing Manager
    Jay Shelanskey