Strategic Financial Services, LLC - Executive Team

A Wealth of Advice

Investment Management

Financial & Estate Planning

Corporate Retirement Plans

High-net-worth Individuals

Institutions & Endowments

IRA Rollover Candidates

Young Professionals

Small Business Owners

Retirement Plan Fiduciaries

Professional Advisors

Mission Statement

Community Service

Career Opportunities

Alan R. Leist, Jr.
CEO, CFP*

Chief Executive Officer
Strategic Financial Services, LLC

Judith Vicks Sweet
CFA

Chief Financial Officer
Strategic Investment Advisors, Inc.

Bradley M. Kowalczyk
J.D., LL.M.*

President
Alan R. Leist Planning Group, Inc.
Strategic Retirement Plans, Inc.

Scott C. McCartney
CFA

President and Chief Investment Officer
Strategic Investment Advisors, Inc.

Mark Moshier*
CPA

Managing Director
Strategic Investment Advisors, Inc.

Nancy L. Trela

Managing Director
Strategic Investment Advisors, Inc.

Alan R. Leist III
CFA

Managing Director
Strategic Investment Advisors, Inc.

Iris L. Buczkowski
CLTC

Chief Operating Officer
Strategic Retirement Plans, Inc.

Catherine R. Martin*

Retirement Plan Coordinator
Strategic Retirement Plans, Inc.

Melissa L. Cummings

Client Relationship Manager
Alan R. Leist Planning Group, Inc.

* Denotes Cadaret, Grant Disclosure

Three Chartered Financial Analyst Charterholders (CFA)
An Attorney with a Masters in Taxation (LL.M.)
A Certified Public Accountant (CPA)
A Certified Financial Planner (CFP)
A Certified Long-Term Care Planner (CLTC)
Numerous Investment & Insurance Licenses