STRATEGIC ASSET MANAGEMENT - Key Persons

Job Titles:

• President
• Member of the Financial Services Institute

Prior to founding Strategic Asset Management, Ltd. in 1994, Bryan was President and CEO of The W.H. Myers Company, Inc. DBA Myers Showrooms from 1976 to 1994. In addition to presiding over Strategic Asset Management; Ltd., Bryan is an Investment Advisor Representative with Redwood Private Wealth, LLC and has successfully passed securities exams for series 7, 24, 65 and 63. Bryan is also licensed to sell Life, Disability, Long-Term Care insurance in MD, PA and VA. Bryan earned his Bachelor of Science Degree in Business Administration from the University of Baltimore. He also earned the ACCREDITED INVESTMENT FIDUCIARY ANALYST (AIFA®) designation from the Center for Fiduciary Studies, in association with University of Pittsburg's Joseph M. Katz Graduate School of Business, and the RETIREMENT INCOME CERTIFIED PROFESSIONAL (RICP®) designation from the American College. Bryan's continuing education endeavors include courses in Corporate Cash Management and Financial Planning for the Closely Held Business conducted by the College of William and Mary and the American Management Association, Estate and Asset Planning Using Trusts conducted by Raymond James Trust School, and Portfolio Management Theory and Practice conducted through Portfolio Concepts Inc. In 1999, Bryan founded the Hampton Roads Virginia Chapter of Young Entrepreneurs Organization (YEO). Bryan is a member of The Financial Services Institute, and The Center for Fiduciary Studies. Bryan has over 40 years of practical experience in business management, and finance. (Over 20 years as an Investment Advisor.) Bryan is a native of Carroll County Maryland and is married with three children. Bryan currently resides in Manchester, MD with his wife Debbie.

Job Titles:

• Our Chief Investment Officer

Joe Maas, CFA, CFP®, CLU®, ChFC, MSFS, CCIM™, CVA, ABAR, CM&AA is the Chief Investment Officer and lead portfolio manager for Strategic Asset Management, LTD. Joe has experience in residential, commercial and investment real estate. Mr. Maas holds a variety of recognized professional designations; he is a CFA (Chartered Financial Analyst) Charterholder, which is the world's most respected investment professional's achievement. In addition to the CFA, Mr. Maas is a certified valuation analyst (CVA) and is accredited in business appraisal review (ABAR). Mr. Maas' professional capability also includes being a certified merger and acquisition advisor (CM&AA) trained and experienced in buying and selling middle-market companies with revenues from $5 million to $500 million. Mr. Maas earned his reputation as a Certified Financial Planner™ (CFP®) and is also a chartered financial consultant (ChFC) qualified to provide comprehensive advanced financial planning. Expert in many fields, Mr. Maas is a member of numerous professional organizations; he has participated as a guest lecturer for the Washington State Bar Association and taught corporate finance as an adjunct professor at Seattle Pacific University. He conducted post graduate finance studies in Japan, Hong Kong, China, and Thailand.

As a lifelong entrepreneur, starting his first business in grade school, Scott ultimately decided to begin working as a tax reduction consultant. This quickly grew into a meaningful client base, many of whom are still with Scott, nine years after he launched his consulting practice. Since taking the helm, Scott has transitioned the mostly local, compliance-based practice to a strategic tax reduction niche, incorporated holistic financial planning, and expanded the footprint and capability of the firm to provide services across the US and even the globe. Always a passionate learner, Scott continuously pursued certifications within the finance field to expand his expertise to all areas of wealth management. In addition to the CPA, Scott is a Certified Financial Planner, Certified Tax Coach, Certified Tax Planner, Certified Managerial Accountant, and a Certified Financial Manager. In addition to his personality and presence, Scott brings to the table a deep-dive tax technical background, systems and process integration expertise, and very comprehensive exposure to all things finance and accounting.