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TEAM

Coming Together to Help You Achieve Your Goals and Aspirations

 

In pursuit of "A Better Way", we have worked to seamlessly integrate multidisciplined teams across strategically aligned organizations. Over their respectives tenures, most have worked across various disciplines, products and services, allowing them to bring fresh perspectives to each client relationship we serve.

 

We take pride in our diverse group of team members, who bring mutual respect, shared values and purpose, and an aligned to consistently deliver for our clients.

Meet Our Team:

Financial Planning & Investment Management

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Martin J. Swiecki, CFP®, CLU
Founder & CEO

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John Nichol, CFA®
Chief Investment Officer

Stratos Investment Management

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Malcolm Polley, CFA®
Chief Market Strategist

Stratos Investment Management

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Travis Smythe, CFA®, CIPM 
Portfolio Manager
Stratos Investment Management

Support, Operations & Compliance

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Kathryn Louttit, JD
Chief Compliance Officer
Stratos Wealth Partners

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Jacob Stewart
Chief Information Security Officer

Stratos Wealth Partners

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Pamela Bennett, CFP®
Head of Financial
Planning Operations

Stratos Wealth Partners

Bio
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Kevin Elvington
Director of Marketing

Stratos Wealth Partners

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