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