SFP WEALTH STRATEGIES TEAM
Pat Crowley

Patrick Crowley, JD*, CLU®

Director of Wealth Strategies

 

As director of SFP Wealth Strategies, Mr. Crowley is a subject matter expert and resource to our advisors and clients on issues affecting families of varying wealth profiles. He is proficient in the business planning arena offering consultation in Exit & Succession Strategies for Business Owners, Recruiting, Retaining & Rewarding Executive Talent, and Risk Management. As to taxation, Mr. Crowley’s reach includes complex financial planning, estate & income tax planning, charitable and personal trust planning. Specific issues covered include strategies for equity-based compensation, asset protection, multi-generational wealth transfer, wealth replacement, leveraged gifting, and non-qualified deferred compensation. He is available to work with you and your advisor on either a fee or transactional basis.

Matt VanCleve

Matthew VanCleve, JD*

Wealth Strategist

 

As a member of the SFP Wealth Strategies’ team, Mr. VanCleve serves as a resource to our advisors and clients who have advance planning needs in the areas of Estate, Tax, and Business planning.

Prior to joining Strategic Financial Partners, Mr. VanCleve ran of a successful estate and business law practice and served as an advisor  with one of the largest mutual life insurances companies in the country.  Mr. VanCleve’ s experience gives him the ability to guide business owners and their families through the design and implementation of Exit & Succession Planning, Key Employee Retention, and Estate Planning Strategies.

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Tricia Hardin

Financial Planning Administrator

 

As a 15 year veteran of the financial services world, Mrs. Hardin offers a wealth of experience to our clients. Some of her principle duties include assisting our advisors in developing  fee based planning by reviewing and assembling client materials, developing financial reports, situation modeling in financial planning software, and ensuring actions are completed in our fee accounting system, along with conducting client specific research. She is active in assisting our advisors in the creation of materials designed to assist clients in understanding the comprehensive nature of the offering available under the SFP Wealth Strategies umbrella. As a member of a firm that embraces learning, change, process and technology, her role is central to growth of SFP Wealth Strategies and the firm as a whole..

*Not practicing on behalf of MML Investor Services, LLC or Strategic Financial Partners.

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