Your Team
Your Strategic Blueprint Team
The Strategic Blueprint team includes experienced professionals from all aspects of the wealth management field. Each team member is directly accessible to provide support and guidance. Our team members are listed below.
*SFA Partners provides shared services to a family of companies focused exclusively on empowering independent financial advisors. SFA Partners includes The Strategic Financial Alliance (SFA), member FINRA/SIPC, a broker-dealer and investment adviser; Strategic Blueprint, a registered investment adviser; and SFA Insurance Services. Our wide breadth of services enables us to support a variety of advisor business models. Parent company, SFA Holdings, Inc. is owned by advisors, employees, and individual investors.