Team


Keith Mitcham, MS, CFP®, CRPC®, ChFC, CLU, AIF®
Partner
832-383-6165
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...
Dale Hearn, CFP®, CRPC®, ChFC, CMFC®, Certified Kingdom Advisor®
Partner
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...
Brent Mitcham, MS, CFP®
Chief Operations Officer
(832) 383-6165
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...
Lee Gibson, MBA , RICP®
Senior Advisor
832-383-6165
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.
Jake Welsh, MS, CFP®
Operations Manager
832-383-6165
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...
Leonardo Duchini, MSF
Client Service Specialist
832-383-6165
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...
Mary Ann Carlson
Client Service Associate
Mary Ann Carlson serves as Client Service Associate. She maintains client relationships and provides operational and administrative support to Strategic Financial Advisors.