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
Chief Executive Officer
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Judith Vicks Sweet, CFA
President
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Alan Leist III, CFA
Principal & Senior Advisor
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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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Iris Buczkowski
Senior Advisor
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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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Laura Powers
Financial Advisor
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Greg Mattacola, Esq.
Financial Advisor
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Melissa Fernalld
Financial Advisor
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Kasey Williams
Head of Client Service & Compliance
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Aleksey Marchenko
Research Analyst
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Michael McGraw, CFP
Financial Advisor
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Michael Leist
Head of Marketing & Business Development
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Kim White
Financial Advisor - Retirement Plans
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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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William Rust
Financial Consultant
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Nasana Szeto
Senior Data Integrity Specialist
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Henglong So
Data Integrity Specialist
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Francesca Servadio
Wealth Management Specialist
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Matthew Blancovich
Client Service Specialist
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Lori Curtin
Executive Assistant
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Crystal Seymore
Executive Assistant
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Traci Grogan
Executive Assistant
About Strategic
Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on client assets over $1 billion.
Overview