Advisor founded to best serve our clients.
We believe everyone should have access to financial planning, regardless of their expertise. That’s why we simplify complex concepts, so you can understand and apply them. Our mission is to be your financial stewards and empower you with knowledge. We want you to feel confident in managing your life’s savings and making informed decisions for your financial future. Let’s navigate the world of finance together and shape your path to success.
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Surround yourself with a team of experts.
We want to meet you where you are with your finances. How you’ve arrived where you are today isn’t nearly as important as the decisions you will make going forward. A plan and a steady voice can make a difference in whether or not you achieve your long-term goals. We are excited to take the journey with you and celebrate your successes along the way!
Blaise Stevens
Managing Partner
MBA, CFP®, AIFA®, CLU®, ChFC®
Chris Harris
Chief Investment Officer
PhD Finance
Thibaut Morillon
Director of Portfolio Analytics
PhD Finance
Keely Speas
Director of Operations
More About Keely
Keely Speas, our remarkable Director of Operations at Strategic Advisory Partners, brings her expertise in operations management to keep our firm running smoothly.
Keely’s strategic mindset and commitment to continuous improvement shine through as she leads our diverse teams and aligns operational processes with our objectives. With experience in real estate and contract coordination, she’s a pro at implementing policies, shaping long-term strategies, and optimizing our business operations.
Keely’s genuine passion for driving efficiency has resulted in impressive achievements, streamlining processes, and conquering complex challenges. As our Director of Operations, Keely is dedicated to ensuring operational excellence and delivering exceptional service to our valued clients.
Travis Beeson
Associate Advisor
MBA
Tony Hyde
Financial Advisor
Erica Lyall
Financial Advisor
CFP®️, CDFA®️
Corie Odden
Director of Marketing & Recruitment