Alison has over 10 years of experience in leading operational strategies. She seamlessly manages a diverse range of tasks, from scheduling appointments and managing correspondence to coordinating events and overseeing the day to day operations of Strong Financial, Inc. Alison thrives in fast-paced environments, adeptly juggling multiple responsibilities while ensuring that every detail is attended to with precision. Her proactive approach and problem-solving abilities make her an invaluable asset to our team, as she consistently finds ways to improve efficiency and communication. Beyond her career, Alison is a proud mother of two energetic boys who inspire her daily. She balances her demanding role with family activities, often seen attending youth basketball games or exploring the outdoors with her children. Alison believes that her experiences as a mother enhance her leadership skills, allowing her to approach challenges with creativity and resilience.

Nate is a specialist and expert when it comes to the area of annuity and life insurance products as they relate to safe money strategies. In the past he has worked with many of the nation's leading advisors, which gives him a level of experience and knowledge when it comes to advanced case design, training, product positioning, and service second to none when it comes to a client's financial goals. Nate truly believes that when working with an advisor and their clients, having the proper perspective of the clients' financial goals, and retirement outlook, enables him to help recommend a plan that solves many retirement solutions.

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James has worked in the financial services industry his entire professional career starting right out of college. He has a passion for working with clients and helping them achieve their long-term financial goals. His main area of focus is on the investment management side of financial planning. James has a focus on risk management and wants to ensure that during the investment process, the focus stays on reducing risk and volatility in clients’ portfolios while still achieving the returns needed to accomplish the objective of the client. James has achieved the Certified Financial Planner CFP®, less than 20% of all financial advisors are CFP® and this advanced training and education allows James to provide the highest quality service and value to clients. He has also achieved the Chartered Financial Consultant CHFC®, Chartered Life Underwriter CLU®, Retirement Income Certified Professional RICP®, and Accredited Estate Planner AEP®. These designations have given James more training and insight on a wide variety financial planning areas. James is married to his wonderful wife Abbey, and they have two 2 year old sons and 1 year old daughter together and enjoy spending time at the lake as a family.