Strategic Financial Services, LLC

Nancy L. Trela

Managing Director
Strategic Investment Advisors, Inc.

Education, Experience and Community Service

Graduate of William Smith College with a Bachelors of Arts degree in Economics
1995 joined Strategic as Operations Manager
1993-1995 worked with HSBC Bank in the Syracuse, NY Trust Department overseeing the administration of bank trust accounts; assisted in the closing and financial accounting of terminated trusts
1992-1993 worked in the Treasury department of M&T Bank in Buffalo, NY. Served as Treasury Liaison between traders and the operations department, overseeing all aspects of municipal bond trading and settlement.

"One of many reasons clients hire Strategic is the fact that we make it very easy to do business with us. Anything that we can do to help ease the administrative burdens related to investing for our clients is done by our operations team. Teamwork is the foundation of Strategic's operations department, and throughout our organization we work together to provide the highest level of customer service and reporting to every client.

As a firm, one of the ways we differentiate ourselves from the competition is by building and maintaining strong relationships with our clients, their families and their businesses. These are long-lasting relationships that continue on through several generations. I think that says a lot about how much our clients trust us and value our expertise.

Strategic's greatest asset is the people that work here. We hold ourselves to very high standards and this shows through in the service we give to our clients."