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
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
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.
February 03, 2025
Get Tax Information and Forms
Be sure to check out our 2024 tax resources for updated mailing schedules, tax forms, and other helpful resources as you prepare for upcoming tax deadlines.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Beware of These Top Tax Scams When Filing Your Taxes
The IRS produces a list of its “Dirty Dozen” tax scams each year. These scams tend to spike from December through April, but they can—and do—happen year-round. It’s wise to be familiar with the latest list of common issues—and take some simple steps to stay safe from them.
January Investment Perspectives
In this issue we look at what will shape the economy in 2025, revisit last year’s market themes, and discuss how history may hint at what’s ahead.
Tax-Smart Charitable Gifting Strategies
Take advantage of the current tax rules to support the charities you care about and save on your taxes at the same time. This article features strategies to consider.
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.