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, C(k)P®
Director of Research
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Aaron Evans, CFA, CFP®
Senior Advisor
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Nancy Meininger
Head of Business Management
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Max Berkovich
Portfolio Manager
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Michael McGraw, CFP®
Senior Advisor
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Gregory Tedone, CPFA, ARPC
Head of Retirement Plans, Senior Advisor
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Greg Mattacola, Esq., CFP®
Senior Advisor
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Melissa Fernalld, CFP®
Senior Advisor
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Michael Leist
Chief Experience Officer
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Laura Powers, ChFC®
Senior Advisor
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Francesca Asher, CFP®
Lead Advisor
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Kim White, C(k)P®
Lead Advisor, Retirement Plans
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Kasey Williams
Chief Operations and Compliance Officer
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Jeremy Stewart
Chief Technology Officer
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Connor Gaffney
Associate Advisor
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Holly Cafalone
Operations Manager
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Curt Pearsall
Associate Advisor
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Kyle Dempster, CFP®
Associate Advisor
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Cody Carnaya, CFP®
Associate Advisor
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Paula Rizzo
Senior Client Service Specialist
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Justin Hearty
Associate Planning Specialist
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Lori Mitchell
Senior Client Service Specialist
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Crystal Seymore
Executive Assistant, Wealth Management
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Bob Hanft
Senior Strategic Advisor
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Sophia Tsoupelis
Associate Advisor
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Jake Storsberg
Associate Advisor, Retirement Plans
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Eh Ka Paw
Portfolio Administrator
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Felicia Joseph
Receptionist
About Strategic
Founded in 1979, Strategic is a leading investment and wealth management firm managing and advising on client assets of over $1.8 billion.
Overview