Leadership Team
Meet the Team
Joseph Bogardus
CFP®, AIF®, ChFC®, LUTCF, CCPS®
CERTIFIED FINANCIAL PLANNER® professional
Focused on planning, education, and helping clients make informed financial decisions.
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John Billington
CFP®, AIF®, ChFC®, CLU®, LUTCF
CERTIFIED FINANCIAL PLANNER® professional
With more than 45 years of experience, John brings deep perspective to financial planning and leads a team focused on coordination across all aspects of a client’s financial life.
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Michael Bogardus
CFP®, AIF®, ChFC®
CERTIFIED FINANCIAL PLANNER® professional
Works with individuals and organizations using a disciplined, fiduciary-minded approach.
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Strategic Associates
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