Our Team

Laurie Bagley, CFA

Principal

Before founding Strategic Wealth Advisors in December 1998, Laurie served as a Vice President and Senior Portfolio Manager at JPMorgan, specializing in investing for high net worth individuals, trusts and foundations. Prior to banking,...

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John A. Bagley, CPA, CFP®, MBA

Principal

John`s career began in public accounting where he provided tax planning services to high net worth individuals, closely held businesses and wealthy families.After public accounting, John moved into real estate development where he...

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James D. Schwartz, CFP®, CDFA™, RICP®

Senior Advisor

With over 18 years in the financial services industry, Jim joined Strategic Wealth Advisors, LLC after running an independent financial planning firm. He also taught community college courses on various financial planning topics. Prior...

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