Fairfax, VA Office

Mark Keen is a CFP® with 26 years of industry experience, currently serving as an advisor at The Strategic Financial Alliance, Inc. since 2007. He is a managing member of TKA Holdings, LLC/DBA Keen & Pocock, which is involved in insurance sales, and a partner in EaziHome, a business that provides tools and services to help individuals and families manage and maintain their homes. He also serves on the board of directors for SFA Holdings, Inc. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting through both in-house management and third-party manager platforms. The firm manages a majority of its assets on a non-discretionary basis and supports a dually registered advisor force with various brokerage and solicitor relationships.

Kathryn Gustafson is a financial advisor with The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. She has been with The Strategic Financial Alliance since 2012 and also serves as a partner at Strategic Blueprint, LLC. Outside of advisory services, she is involved as a partner in a home accessories and decor business and participates in a financial education initiative aimed at recent college graduates, newlyweds, and young professionals. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, and consulting. The firm employs both in-house and third-party asset managers and serves clients through discretionary and non-discretionary portfolio programs.

Lori Allison is a CFP®-certified financial advisor with 27 years of industry experience, currently with The Strategic Financial Alliance, Inc. since 2012. She previously worked at Global Brokerage Services, Inc. from 2008 to 2012. Outside of her advisory role, Allison serves as treasurer for the BYU Management Society, overseeing financial records and scholarship administration, and partners in organizations providing financial education seminars and home furnishings. The Strategic Financial Alliance serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers customized portfolio management and financial planning services delivered through multiple strategies, including third-party manager referrals and a mix of discretionary and non-discretionary management.

Michael Stevens is a financial advisor at The Strategic Financial Alliance, Inc. in Fairfax, VA, holding Series 63 and Series 66 designations with 27 years of industry experience. He has worked at The Strategic Financial Alliance since 2012 and previously spent eight years at Global Brokerage Services, Inc. Stevens is also a partner at KEEN & POCOCK, a financial marketing services business. The Strategic Financial Alliance serves individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business clients. The firm offers portfolio management, third-party manager selection, financial planning, seminars, and subscription advisory services, implementing customized strategies through various programs and a combination of discretionary and non-discretionary management.