Welcome Justin! New Salesforce Administrator
Utica, NY, July 30, 2025 – Strategic Financial Services, Inc. (“Strategic”), a leading independent wealth management firm based in Central New York, is thrilled to welcome Justin Duffy to our team as the Salesforce Administrator for our firm client relationship management (CRM) system.
With more than 15 years of experience supporting Salesforce platforms, Justin brings deep expertise in systems customization, data management, and process optimization. In his role, he will focus on configuring and enhancing Strategic’s Salesforce tool to support advisor workflows, improve efficiency, and enhance the client experience.
“Strong internal systems are essential to delivering a seamless, high-quality client experience that is rooted in personal touch and supported by high-tech,” said Kasey Williams, Chief Operations and Compliance Officer at Strategic. “Justin’s experience and technical knowledge will help us scale our operations, enhance productivity, and stay focused on what matters most—our clients. His hire also reflects our continued investment in the people and tools that support our long-term growth.”
Prior to joining Strategic, Justin served as a Senior Admin Assist Engineer at Salesforce in Watertown, NY. He’s held a variety of technical roles throughout his 13-year career at the company, gaining a reputation for solving complex issues and driving collaboration across departments. He holds multiple Salesforce certifications, including Salesforce Certified Administrator, Advanced Administrator, and AI Specialist.
Justin lives in Watertown, NY. Outside of work, he enjoys spending time with his three kids and volunteering in his community.
To learn more about Justin, visit his bio page: https://investstrategic.com/team/justin-duffy/
About Strategic Financial Services
In business since 1979, Strategic has a team of over 40 professionals, servicing more than 1,250 clients and managing $2.5 billion in assets. Areas of focus include Investment Management, Financial Planning, Institutional Investment Management and Corporate Retirement Plans.
Headquartered in Utica, NY with Satellite offices in Rochester, Syracuse, Rome, Little Falls, and West Palm Beach, FL. Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, it continues to expand its geographic footprint and influence across the northeast and throughout the United States.
