Meet your Financial Team
Marybeth Petrell.
Managing Partner, Chief Compliance Officer. B.A. State University of New York at Albany.
Marybeth has over twenty years of experience in investment services. Her experiences range from investment consultation to branch office supervision. Her duties as chief compliance officer include establishing, maintaining and enforcing Strategic Wealth Advisors supervisory control system. In addition she is involved with the initial analysis and construction of client portfolios. Ms. Petrell oversees the administrative and operational functions of the firm.
Richard S. Petrell
Partner, Investment Advisory Representative, B.A. State University of New York College at Potsdam, M.B.A. Syracuse University, CIMA® The Wharton School, University of Pennsylvania.
Mr. Petrell has over twenty-eight years investment experience in both a retail and institutional or wholesale capacity including experience at some of the largest investment management organizations in the country. Mr. Petrell is actively involved in the initial consultation with the clients and the creation of the Investment Policy Statement, including the Financial Plan, and Wealth Management Strategy. Mr. Petrell's primary responsibilities include the complete and detailed analysis of the current portfolios, the creation and the implementation of a complete institutional level wealth management solution that is in direct alignment with the client's goals and objectives. Mr. Petrell specializes in the construction of retirement strategies that provide secure income based on the specific needs of the client. Additionally, he holds a New York State insurance licnense.
Courtney Wellar
Investment Advisory Representative, B.S. in Accounting from the State University of New York at Utica,
Juris Doctor, Albany Law School
Since 1997, Courtney has been a business and tax attorney at a mid-size law firm in Syracuse, New York. Courtney represented clients in a variety of transactional matters such as business structuring and restructuring, mergers and acquisitions, formation of entities, succession planning for closely held businesses, advising high net worth trusts on business matters, venture capital, negotiating and preparing partnership and limited liability company agreements, equity compensation matters, employment agreements and other business matters. Courtney also represented business and individuals in matters involving federal, state and local taxation, including tax planning, special structuring, audits and disputes with federal, state and local taxing authorities. In addition to being an attorney, Courtney is an accountant who has passed the certified public accountants exam (but is not a licensed CPA), the New York State auditors exam, and his Series 65 Investment Industry Exam.
Connie Hohreiter
Investment Advisory Representative. B.S.,Economics, Cornell. M.B.A, Marketing, University of Georgia.
Ms. Hohreiter has over 28 years investment experience beginning with Merrill Lynch in 1983. During that period she has been responsible for identifying appropriate investment and insurance products for individual and corporate clients.Connie has extensive experience in the 401k market and has been involved with educating employees on basic investment concepts and retirement planning. She has supervised licensed staff for compliance with investment and insurance sales regulations. Connie's expertise extends to providing continuing education on various investment and insurance topics.