Andrew Lam is a CFP® and CFA® with eight years of industry experience. He has worked at Strategent Financial, LLC since 2022 and previously spent five years at Dimensional Fund Advisors. Lam also has a background in academia from his time at the University of Virginia. Strategent Financial, LLC serves individual and family clients, as well as retirement plans, trusts, estates, and corporations. The firm focuses on strategic asset allocation and modern portfolio theory, using institutional no-load mutual funds, ETFs, and select individual securities or private funds in discretionary portfolio management and financial planning.

Debbie Byerly is a financial advisor at Strategent Financial, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Capitol Family Office, Inc. and Byerly Wealth Management. Outside of her advisory role, she is a group fitness instructor at Sentara Wellness Center and serves as a committee member for the Town of Bridgewater Industrial Development Authority. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and other entities. The firm employs strategic asset allocation and modern portfolio theory, focusing on low-cost funds, global diversification, and tax efficiency, while offering discretionary portfolio management and financial consulting.

Abram Shearer is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Strategent Financial, LLC since 2015. He previously worked at Ameriprise from 2010 to 2011. Strategent Financial primarily serves individual and family clients, as well as retirement plan sponsors, trusts, estates, and corporations. The firm emphasizes strategic asset allocation and modern portfolio theory, offering discretionary portfolio management, financial planning, and retirement plan consulting.

Dale Lam is a CFP® and PFS™ with 18 years of experience, currently serving as an advisor at Strategent Financial, LLC in Harrisonburg, Virginia. He has been with Strategent Financial since 2008. Outside of advising, Mr. Lam manages activities related to a family-owned commercial office building through a real estate limited liability company. Strategent Financial primarily serves individual and family clients along with retirement plan sponsors, trusts, estates, and corporations. The firm focuses on strategic asset allocation and modern portfolio theory, offering discretionary portfolio management, financial planning, and retirement plan consulting.