The mission of Strategic Wealth Advisor Team is to build long-term relationships and help clients determine their goals for the future. We are dedicated to empowering clients through innovative wealth management solutions, fostering financial well-being, while making the journey enjoyable and engaging. Our goal is to build lasting relationships based on trust, integrity, and mutual respect, ensuring every client feels valued and more financially secure.

Are you ready to start a journey that’s uniquely yours? Let’s collaborate and craft your financial future together.

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Team photo for Strategic Wealth Advisor Team
Team photo for Strategic Wealth Advisor Team

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Our advisors

Advisor photo for Lindsay Jones

Lindsay Jones

CFP®, BFA, CRPC, CDFA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Lindsay Jones Visit Lindsay Jones's website
Advisor photo for Tammie Dunn Walker

Tammie Dunn Walker

MBA, CFP®, CRPC

Private Wealth Advisor

Learn more about Tammie Dunn Walker Visit Tammie Dunn Walker's website
Advisor photo for Nikki Fry

Nikki Fry

BFA, CRPC

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about Nikki Fry Visit Nikki Fry's website


Our team

Kim George

Kim George

Business Development Manager

Heather Way

Heather Way

Client Service Specialist,

Marketing Manager