Our Team

Johanna has built her career on the fundamentals of diplomacy, professionalism, and consistency. Her attitude towards success is contagious, and she works hard to provide every client with an experience and a process to assist them in finding risk appropriate products in both the insurance and investment fields.

Lisa serves as Director of Investments at Strategic Financial Group, combining over 20 years of experience as an economist, analyst, and consultant in international finance. She uses these skills when conducting in depth portfolio reviews and navigating through market and geopolitical developments. As part of Strategic Financial, Lisa brings an open, collaborative style - creating personally tailored investment portfolios that integrate client values. Lisa's understanding of opportunities in international and fixed income markets and her focus on ensuring diversification offers a distinct value-add for individuals, small businesses, and qualified investors. She helps the firm organize events to share opportunities, educate, and highlight useful strategies for our clients and network.

Meryl Hirsch  joined Strategic Financial Group in 2015 as an administrative assistant and customer service representative. Meryl comes to us with a wealth of experience and many years in financial services. She is now a licensed insurance broker in New York and New Jersey. 

Julian serves as our Client Communications and Services Coordinator.  An outstanding team player, Julian upholds the highest standards of integrity, ensuring responsive communication and integrating new technologies.