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Alee Rose

CDMP | Marketing Specialist

Creative Problem Solver. Writer. Passionate about helping others.

Alee is focused on supporting Strategic’s growth initiatives through collaboration, content creation, and marketing efforts—all centered around helping people live a great life. In her role as a Marketing Specialist, she helps ensure the firm’s voice remains clear, consistent, and aligned with what matters most to clients—clarity and confidence in where they’re going.

Her approach is rooted in collaboration, partnering closely with advisors and internal teams to translate complex ideas into straightforward, meaningful messaging. Whether supporting social media, digital campaigns, or broader marketing initiatives, Alee focuses on creating an experience that feels approachable, informative, and authentic—true to Strategic’s belief in keeping things simple in a complex world.

Education

BA in Environmental Studies, University of Lynchburg

Beneath the Surface

1
Claim to Fame

Once tackled a 900-mile road trip as the solo adult with three kids under the age of 5—what should’ve been a 12-hour drive only took 17. Character building, had by all.

2
Enjoys

Early mornings with the Merlin Bird ID app and a cup of coffee. Exploring nature with her family. Making soup on a cold day. And appreciating life’s ‘little moments’. Go Bills.

3
Family

Alee lives in central NY with her husband Nick, their 5 children Freddy, Louis, Virginia, Bonnie, and Arthur, rambunctious Labradoodle Opal, grumpy old cat Penny Lane (aka Pencil), and 2 clownfish – Cookie and Ernie.

Sometimes the smallest things take up the most room in your heart.

A.A. Milne