Welcome Alexys and Ron, Associate Advisors
Utica, NY – November 12, 2025 – Strategic Financial Services, Inc. (“Strategic”), a leading independent, Central New York-based wealth management firm, is proud to announce the addition of two new members to our growing team: Alexys Jacobs, CFP® and Ronald (Ron) Starsiak. Growth, a core value at the firm, reinforces our commitment to deliver an excellent experience for both clients and team members through continued reinvestment in the business.
“We’re excited to announce the addition of Alexys and Ron to the Strategic team,” said Alan Leist, III, CEO of Strategic Financial Services. “They each bring unique experiences, strengths and perspective, but share in our commitment to delivering on our mission – to help people live a great life. We’re confident they’ll grow into their roles as financial advisors with the support of our outstanding team and make a meaningful impact along the way.”
Alexys and Ron have joined Strategic as Associate Advisors. they are enrolled in the firm’s Advisor Development Program. This hands-on, in-depth training experience is designed to equip new advisors with the skills and knowledge they need to build long, successful careers in financial advising—while also learning Strategic’s client-first approach from the ground up.
Alexys Jacobs, CFP® – Associate Advisor
Alexys brings expertise in tax planning, client service, and financial planning to Strategic. She previously served as an Associate Advisor at a Syracuse-based RIA, where she earned her CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, and spent four years as a Tax Associate at a CPA firm.
She holds an MBA from SUNY Oswego and a Bachelor’s in Accounting from Le Moyne College. With a strong background in public accounting and comprehensive financial planning, Alexys is a valuable resource for our clients and team.
Ronald (Ron) Starsiak – Associate Advisor
Ron specializes in financial planning, business development, and client engagement. Before joining Strategic, he worked at Alliance Advisory Group, a representative of The Guardian Life Insurance Company of America®.
He earned his Bachelor’s in Finance and Business Analytics from Le Moyne College. A Utica native, Ron is known for making finance approachable through clear communication and genuine connections. He’s also a Boilermaker volunteer, LSU sports fan, and classic car enthusiast—bringing both insight and personality to every client interaction.
To learn more about Strategic and the full team, visit www.investstrategic.com.
About Strategic Financial Services
In business since 1979, Strategic has a team of over 40 wealth management and retirement plan professionals, servicing more than 1,300 clients and managing more than $2.7 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans. In 2025, Strategic was recognized by Forbes as one of the top RIAs in the country.
Headquartered in Utica, NY with satellite offices in Rochester, Syracuse, Rome, Litte Falls, and West Palm Beach, FL. Strategic is an established, regional leader in financial planning, investments and retirement plans. While successfully growing from established local roots, the firm continues to expand its geographic footprint and influence across the northeast and throughout the United States.
Disclosure:
Strategic Financial Services, Inc. was included in the Forbes Top RIA Firms list for 2025, developed by Forbes and SHOOK Research. Firms are selected based on factors such as assets under management, industry experience, and compliance records. No fee was paid to be considered for the ranking; however, the firm did pay a licensing fee to use the recognition in marketing materials. This recognition is not a guarantee of future performance and should not be interpreted as an endorsement of the firm’s advisory services.
