Strategic Financial Services, Inc. (“Strategic”), an independent, Central New York-based wealth management firm, has added Katy Heintz to its staff as Business Development Manager. In this newly created role, Heintz will help lead firm growth through the development of all marketing and sales initiatives.
Heintz comes to Strategic from PAR Technology where she served as the company’s Director of Marketing. She led the PAR Restaurant and Retail Marketing group, which handled branding, public relations, product marketing, social media, digital strategy and more. Heintz has a BS in Psychology from Northeastern University.
“We’re excited to welcome Katy aboard our team as we continue to innovate and grow,” said Alan Leist, III, CEO Strategic Financial Services. “She comes to Strategic with extensive marketing and PR experience. She has a proven track record of developing, implementing and managing comprehensive marketing campaigns that drive revenue.”
“I am looking forward to using my experience to help power the Strategic brand and build upon the firm’s success,” Heintz said. “I was drawn to Strategic because of its strong core values centered around providing its clients with exceptional wealth management advice and service. My focus will be on creating digital marketing campaigns across multiple platforms to support the company’s growth and client acquisition initiatives.”
In business since 1979, Strategic has a team of over 35 professionals servicing more than 1,000 clients and managing $1.6 billion in assets. Areas of focus include Investment Management, Financial Planning and Corporate Retirement Plans.
With offices in Utica, NY, Syracuse, NY and West Palm Beach, FL, Strategic is an established wealth management firm and regional leader in the investment industry. While successfully growing from established roots, it continues to expand its geographic footprint and influence across the northeast and throughout the United States.