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Blaise S

CFP®, ChFC®, Series 66

Greensboro, NC

Strategic Advisory Partners

Blaise Stevens is a CFP® and ChFC® with 17 years of industry experience. He is currently with Strategic Advisory Partners, where he has worked since 2021. Prior to that, he was with Spartan Planning Group and Prudential Financial. Strategic Advisory Partners serves individuals, pension and profit-sharing plans, and corporate clients by providing investment management and financial planning services. The firm uses a combination of fundamental and technical analysis within a Modern Portfolio Theory framework and offers both active and passive strategies tailored to client objectives.

Business ownership considerations Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Roy H

Series 65

Greensboro, NC

Strategic Advisory Partners

Roy Hyde is a financial advisor at Strategic Advisory Partners in Greensboro, NC, holding a Series 65 designation with three years of industry experience. His prior work includes roles at Bartimaeus by design and First Bank. Strategic Advisory Partners provides investment management and financial planning services to individual, high-net-worth, pension, profit-sharing, and corporate clients. The firm combines fundamental and technical analysis with modern portfolio theory, utilizing both passive and active strategies, and operates a wrap fee program that integrates transaction costs for separately managed account clients.

Business ownership considerations Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Christopher H

Series 65

Greensboro, NC

Strategic Advisory Partners

Christopher Harris is a financial advisor at Strategic Advisory Partners with a Series 65 designation and three years of industry experience. He has been with Strategic Advisory Partners since 2022 and also serves as an assistant and associate professor at Elon University, a role he has held since 2013. Strategic Advisory Partners serves individuals, pension and profit-sharing plans, and corporate clients by offering investment management, financial planning, and employee benefit plan advisory services. The firm manages approximately $124 million in assets using a combination of fundamental and technical analysis within a Modern Portfolio Theory framework and operates a wrap fee program while requiring custody at a recommended custodian.

Business ownership considerations Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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Erica L

CFP®, Series 63, Series 66

Greensboro, NC

Strategic Advisory Partners

Erica Lyall is a CFP® with 10 years of industry experience and is currently with Strategic Advisory Partners in Greensboro, NC. Her prior roles include positions at Modera Wealth Management, Parsec Financial Management, and Hutchinson Family Offices. Strategic Advisory Partners serves individuals, pension and profit-sharing plans, and corporate clients, offering investment management and financial planning services. The firm combines fundamental and technical analysis within a Modern Portfolio Theory framework, employing both active and passive strategies tailored to client objectives.

Business ownership considerations Business exit / sale strategy College savings (529s, UTMA, etc.) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet)
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