Like our clients, we are passionate about what we do and focused on doing it well. Guided by our core values, every decision points toward an end goal of helping clients achieve their goals. We have fun along the way, building lifelong relationships with our clients and our teammates.
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Alan Leist, Jr., CFP
Chairman and Founder
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Judith Vicks Sweet, CFA
President
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Alan Leist III, CFA
Chief Executive Officer
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Doug Walters, CFA
Chief Investment Officer
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David Lemire, CFA
Senior Advisor & Head of Retirement Plans
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Aaron Evans, CFA, CFP™
Senior Advisor
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Nancy Meininger
Head of Finance and Office Management
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Max Berkovich
Portfolio Manager
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Michael McGraw, CFP
Senior Advisor
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Laura Powers
Financial Advisor
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Greg Mattacola, Esq.
Financial Advisor
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Mackenzie Evans
Research and Trading Analyst
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Melissa Fernalld
Financial Advisor
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Francesca Servadio, CFP
Financial Advisor
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Connor Gaffney
Advisor Development Program
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Kim White
Financial Advisor - Retirement Plans
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Benjamin Saltzman
Financial Planning Specialist
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Michael Leist
Head of Marketing & Business Development
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Kasey Williams
Head of Client Service & Compliance
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Holly Cafalone
Daily Operations Lead
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Aleksey Marchenko
Research Analyst
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Bob Hanft
Senior Strategic Advisor
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Jeremy Stewart
Head of IT & Data Integrity
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Paula Rizzo
Senior Client Service Specialist
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Matthew Blancovich
Client Service Specialist
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William Rust
Financial Advisor
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Nasana Szeto
Senior Data Integrity Specialist
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Wendy Stevens
Marketing Specialist
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Alicia Small
Retirement Plan Specialist
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Lori Mitchell
Executive Assistant
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Crystal Seymore
Executive Assistant
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Traci Grogan
Receptionist
About Strategic
Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on client assets over $1.3 billion.
Overview