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Cole H
Series 66
Greensboro, NC
Strategic Blueprint, LLC
Cole Hickman is a financial advisor at Strategic Blueprint, LLC with five years of industry experience. He holds a Series 66 designation and has worked at The Strategic Financial Alliance, Inc. since 2020. Hickman has also served as an insurance agent specializing in life insurance. Strategic Blueprint, LLC is an SEC-registered investment adviser that serves individuals, including high-net-worth clients, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers a range of services including portfolio management, financial planning, retirement consulting, and educational seminars, with a focus on customized, goal-based strategies and an uncommon annual flat-fee Subscription Advisory Services program.
William H
Series 63, Series 65
Greensboro, NC
Strategic Blueprint, LLC
William Helms is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. Prior to joining Strategic Blueprint in 2024, he worked at Ardmore Advisory & Planning, Capital Investment Advisory Services, LLC, and Capital Investment Group, Inc. He serves as trustee for a family trust. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, retirement plan consulting, family office services, and educational seminars, operating both discretionary and non-discretionary management programs.
Todd W
Series 63, Series 65
Greensboro, NC
Strategic Blueprint, LLC
Todd Walker is a financial advisor with Strategic Blueprint, LLC, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has worked at Hutchinson Private Wealth, LLC, Strategic Financial Alliance, and Gencrest Capital Partners. Outside of his advisory roles, he serves as an officer for the Petty Family Foundation. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through a network of independent advisory representatives, providing services including portfolio management, financial planning, retirement plan consulting, and educational seminars.
Ashley M
CFP®, Series 65, Series 63
Greensboro, NC
Strategic Blueprint, LLC
Ashley Madden is a CFP® professional with 18 years of industry experience, currently serving at Strategic Blueprint, LLC. She has held roles at GenCrest Capital Partners, The Strategic Financial Alliance, Inc., Hutchinson Family Offices, LLC, and Davenport, Marvin, Joyce & Co, LLP. Madden serves as a board member of the Community Foundation of Greater Greensboro and provides business owner exit planning and divorce expert services in addition to her financial advisory work. Strategic Blueprint, LLC is an SEC-registered investment adviser serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers customized, goal-based strategies through portfolio management, financial planning, and a subscription advisory program, with an emphasis on client education and a curated platform for alternative investments.
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