Strategic Financial Services, LLC

Mark Moshier, CPA*

Managing Director
Strategic Investment Advisors, Inc.
Certified Public Accountant

Education, Experience and Community Service

Master of Science in Professional Accounting University of Hartford
Graduate of Hamilton College with a Bachelor of Arts degree in Economics
Serves as client relationship manager and on the investment committee
Certified Public Accountant with nine years in the "Big Six" national accounting firms
Seven years experience in investment banking and business advisory at one of the nation's largest financial institutions
Holds Series 7 and 63 licenses
Has written articles in several business publications
Frequent speaker on topics such as Mergers and Acquisitions, Employee Stock Ownership Plans and Business Succession Planning

In addition, Mr. Moshier serves on the TSA Board of Directors as well as the Legacy Council at the Saratoga Hospital Foundation.

"I joined Strategic after a sixteen year career advising entrepreneurs and business owners on the unique issues they face including tax, business succession, investment planning, and mergers and acquisitions. At Strategic, I continue doing what I enjoy most, advising clients.

Strategic reflects integrity and professionalism to its core. The focus is on delivering independent advice to clients. Having worked at some of the most prestigious firms in the country, I can tell you the talent and experience in this group is of the highest caliber. I am proud to be part of the team.

The investment committee at Strategic has developed a solid investment model based on ethics, common sense, and thorough research, and they do not stray despite the temptation to follow the crowd. The results speak for themselves."

* Denotes Cadaret, Grant Disclosure