Our Team

Laurie Bagley, CFA

Principal, Founder

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

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John A. Bagley, CPA, CFP®, MBA


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®, RICP®

Senior Advisor

With over 20 years in the financial services industry, Jim's specialty is working with individuals during and subsequent to a transition period such as the loss of a spouse or divorce.

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Matthew S. Masin, CFP®

Associate Wealth Advisor, WealthBuilder™ Program Manager

Prior to joining Strategic Wealth Advisors, Matt worked for Vanguard in a variety of different client-facing roles including handling account transfers and working with clients to discuss their financial goals and dreams. While at Vanguard,

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The official mascot of Strategic Wealth Advisors. Millie loves treats and belly rubs from clients!

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