STRATEGIC ADVISORY PARTNERS - Key Persons
Job Titles:
- CERTIFIED FINANCIAL PLANNER
- Financial Planner
Blaise Stevens is a financial planner who partners with individuals and businesses to cultivate and realize their personal and professional financial goals. After spending his entire career working with people and their money, he knows what truly drives results-and it's not mastering financial formulas or memorizing Modern Portfolio Theory. It's how well you connect the heart and the mind of the folks you're trying to help with the steps to achieve their dreams. In the words of consultant and best-selling author Simon Sinek, "Start with Why."
Blaise is a CERTIFIED FINANCIAL PLANNER, the most respected designation in the financial planning profession. He also maintains the Chartered Life Underwriter (CLU®), Chartered Financial Consultant (ChFC®), and Accredited Investment Fiduciary (AIF®) designations. He also holds an MBA from The University of North Carolina at Greensboro and a BS in Psychology from Western Carolina University.
Caleb Marsh is a dedicated and experienced advisor who brings a unique blend of expertise to the Strategic Advisory Team.
After graduating from Western Carolina University in 2011, Caleb was a valued member of the university's Men's Golf Team and developed a strong sense of teamwork and discipline. As an Eagle Scout, he embodies the principles of leadership and preparedness.
With a background as a Golf Teaching Professional in the Connecticut PGA from 2014 to 2019, Caleb honed his communication and coaching skills. In 2019, he expanded his knowledge by training and receiving financial licensing from Morgan Stanley.
Now a proud member of the Strategic Advisor Partners team since 2022, Caleb is committed to providing exceptional financial guidance. Outside of work, he is an avid Tennessee sports enthusiast, particularly passionate about Vols Football. Caleb also enjoys the great outdoors, spending his free time camping and hiking.
With his extensive background and dedication to helping clients achieve their financial goals, Caleb is an invaluable asset to our team.
Job Titles:
- Financial Advisor
- Financial Planner
Chris Harris is a financial planner who partners with individuals and businesses to work towards their financial goals. Chris has spent his career in financial education and knows what it means to focus on the individual - working through each person's unique circumstances to design a plan that works for them. When not working, Chris can be found with his wife and 4 children on their farm, reading, or out building memories.
Chris earned a PhD in Finance from The University of Nebraska-Lincoln and a BS in Finance from Middle Tennessee State University.
Keely Speas, our remarkable Director of Operations at Strategic Advisory Partners, brings her expertise in operations management to keep our firm running smoothly.
Keely's strategic mindset and commitment to continuous improvement shine through as she leads our diverse teams and aligns operational processes with our objectives. With experience in real estate and contract coordination, she's a pro at implementing policies, shaping long-term strategies, and optimizing our business operations.
Keely's genuine passion for driving efficiency has resulted in impressive achievements, streamlining processes, and conquering complex challenges. As our Director of Operations, Keely is dedicated to ensuring operational excellence and delivering exceptional service to our valued clients.
Tony Hyde joins Strategic Advisory Partners as a Financial Advisor with a long history in banking and community engagement.