Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Allan H. Strange, AIF®
Executive Vice President / Wealth Management, Financial Advisor
Melissa G. Garrett, CFP®, CDFA®, AIF®, AWMA®
Senior Vice President / Wealth Management, Financial Advisor
John F. Baron, AIF®
Vice President / Wealth Management, Financial Advisor
Katherine M. Schiefelbein, CDFA®, CLTC®
Associate Vice President / Wealth Management, Financial Advisor
Lindsay Walker, CFP®
Financial Advisor
Tyler Walters
Senior Registered Client Relationship Associate / Wealth Management, Senior Registered Private Client Associate
Lauren D. Clark
Senior Registered Client Relationship Associate / Wealth Management, Senior Registered Private Client Associate
Conner Pugh
Registered Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Recognitions / Awards
The Strange Wealth Advisory Group and its members have been consistently recognized . These recognitions are highly regarded, elite achievements that are awarded annually to a select group of advisors nationwide.
401(k) Plan Advisors
Our group is a consistently recognized leader in corporate retirement plans.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information
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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.