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March 21, 2019

Strategic Shoutouts

We are pleased to announce the promotions of three key members on our Advisory team.

We are pleased to announce the promotions of three key members on our Advisory team:

Mike McGraw Promoted to Senior Advisor

McGraw joined the firm in 2011 as a member of the Client Service Team. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2015. In his new role, Mike will continue to play a more direct role in servicing Strategic’s current and future clients.

McGraw CFP

Meet Mike

Francesca Servadio Promoted to Financial Advisor

Servadio joined the Strategic team in 2016 as a Client Service Specialist. In 2017 she was promoted to Wealth Management Specialist to more directly partner with the Senior Advisor Team and their clients. Francesca is currently working to become a CERTIFIED FINANCIAL PLANNER™ professional.

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Meet Francesca

Bill Rust Promoted to Financial Advisor

Rust joined the team as a Financial Consultant in 2017. Rust is responsible for formulating, implementing, and coordinating advice for clients on Strategic’s next generation wealth management platform, Strategic SKY. Bill is also working to become a CERTIFIED FINANCIAL PLANNER™ professional.

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Meet Bill

CFP_MARK

The CFP® designation identifies those individuals who have met the experience and ethical requirements, have successfully completed financial planning coursework and have passed the CFP® Certification Examination covering the following areas: financial planning, risk management, investments, tax planning and management, retirement and employee benefits, and estate planning.

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