Team Client CenteredWe are fiduciaries... we put your needs first. Learn more The Five Star Professional research team applies a vigorous research and evaluation process to identify service professionals who provide quality services to their clients. Professionals do not pay a fee to be considered or placed on the final list of Five Star award winners. To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognition from rating services or publications are not indicative of past or future investment performance. Five Star Award VideoAward does not evaluate quality of services provided to clients. The Five Star award is not indicative of the wealth manager’s future performance. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional. Keith Mitcham, MS, CFP®, CRPC®, ChFC, CLU, AIF® Partner (281) 444-8732 832-383-6165 firstname.lastname@example.org Keith Mitcham is part owner of Strategic Financial Advisors. He has earned his BS degree in education from the University of Houston. He also holds a Master of Science (MS) degree with an academic emphasis in financial planning from... Read more Dale Hearn, CFP®, CRPC®, ChFC, CMFC®, Certified Kingdom Advisor® Partner (281) 444-8732 email@example.com Dale Hearn offers a broad range of financial services to clients through Strategic Financial Advisors. Since 1985, Dale has worked with individuals in the areas of retirement planning, income and estate tax planning, college financing... Read more Brent Mitcham, MS, CFP® Chief Operations Officer (281) 444-8732 (832) 383-6165 firstname.lastname@example.org Brent Mitcham joined Strategic Financial Advisors in 2015 after graduating from Texas Tech University with a Bachelor of Science. He was able to maintain his studies while serving Texas Tech as a student athlete and... Read more Lee Gibson, MBA , RICP® Senior Advisor 281-444-8732 832-383-6165 email@example.com Lee Gibson is a member of Strategic Financial Advisors. Lee earned an MBA from Western New England College and a Bachelor of Arts Degree from the University of Florida. Lee entered the securities industry in 2011 as a financial advisor. Read more Jake Welsh, MS Client Service Specialist 281-444-8732 832-383-6165 firstname.lastname@example.org Jake Welsh joined Strategic Financial Advisors in April of 2020. Jake obtained his BBA in Finance from Sam Houston State University, and comes aboard with 4 years of financial service experience. Jake helps maintain client... Read more Leonardo Duchini Client Service Specialist 281-444-8732 832-383-6165 email@example.com Leonardo Duchini joined Strategic Financial Advisors in July of 2022 after graduating from University of Houston with a Master of Science in Finance. Leonardo helps maintain client relationships and provides operational support to... Read more Mary Ann Carlson Client Service Associate 2814448732 firstname.lastname@example.org Mary Ann Carlson serves as Client Service Associate. She maintains client relationships and provides operational and administrative support to Strategic Financial Advisors. Read more Have a Question? Name Email Address Question Thank you! Oops!