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 financially secure.

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


Our advisors

Lindsay Jones

CFP®, BFA, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Lindsay Jones Visit Lindsay Jones's website

Tammie Dunn Walker

MBA, CFP®, CRPC

Private Wealth Advisor

Learn more about Tammie Dunn Walker Visit Tammie Dunn Walker's website

Nikki Fry

BFA, CRPC

Financial Advisor

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


Our team

Amy Howe

Amy Howe

Client Service Coordinator

James Dunham

James Dunham

Intern

Chloe Phillips

Chloe Phillips

Client Service Coordinator