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

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.

Alan R. Leist III
CFA

Managing Director
Strategic Investment Advisors, Inc.

Nancy L. Trela

Managing Director
Strategic Investment Advisors, Inc.

Iris L. Buczkowski
CLTC*

Director
Alan R. Leist Planning Group, Inc.

John L. Savage, CPA

Managing Director
Strategic Retirement Plans, Inc.

* Denotes Cadaret, Grant Disclosure

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