Strategic Financial Services, LLC

Alan R. Leist, Jr., CEO, CFP*

Chief Executive Officer
Strategic Financial Services, LLC
Certified Financial Planner

Education, Experience and Community Service

Founder of Strategic Financial Services in 1979
Over twenty-seven years of experience in investment and financial planning
Barron's Top 100 Financial Adviser (2004-2008)
1986 received his Certified Financial Planner designation
Previously held management positions with Chicago Pneumatic Tool Company, Elder Pharmaceuticals and Xerox Corporation
Master of Business Administration Degree from Fairleigh Dickinson University
Bachelor of Arts Degree from Syracuse University

Mr. Leist is the Director and past Chairman of the Board of the Automobile Club of Central New York, a Director and Chairman of the Finance Committee of Utica First Insurance Company, past Director of Slocum Dickson Foundation, Director and past President of Central New York Community Arts Council. Mr. Leist is also the past Director of BlueCross BlueShield, The Children's Museum and St. Luke's Memorial Hospital.

"People hire us to quarterback their financial planning and handle their investments because they know they will work with professionals whose expertise goes far beyond credentials. The Strategic team brings years of experience from careers in investment banking and finance, having learned things that aren't in the textbooks.

Our combination of expertise and experience gives us the ability to design portfolios that will perform the best over the long run. Whether mutual funds or individual securities are used, we always focus on quality and diversification, creating a balance between risk and reward potential.

And our clients want to talk to the decision-makers. At Strategic, they get direct access to one or more of our professionals. In this way we insure that each client gets the maximum benefit of our combined expertise."

* Denotes Cadaret, Grant Disclosure