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.
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.
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.
Contributed by Michael Leist
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.