Mark T. Sumsion
Co-Owner/ President

Mr. Sumsion has served as one of 20 members of the prestigous Fidelity Executive Advisor Council in the U.S. Formerly a financial consultant investment manager at Shearson Lehman Hutton, Mr. Sumsion also worked for Xerox and was national sales manager for an international small equipment manufacturer. He holds a business management degree from BYUs Marriott School of Management.
mark@strategisfinancial.com

Scott H. Garbutt, CFP®
Co-Owner
Executive VP/ Compliance

Mr. Garbutt spent more than 10 years as a financial consultant at Shearson Lehman Hutton before joining Strategis. He is a member of the International Board of Standards, the Institute of Certified Financial Planners, and the Financial Planning Association (FPA). Mr. Garbutt is a graduate of BYUs Marriott School of Management.
scott@strategisfinancial.com

Richard P. Reid, CPA
Chief Financial Officer

Mr. Reid Is a Certified Public Accountant with a broad range of experience in corporate and investment accounting and taxation. Before joining Strategis he had many years of experience in public accounting and private industry in Utah and Florida. He has a Master of Accountancy degree from BYUs Marriott School of Management. He is a member of the BYU Athletic Hall of Fame.
richard@strategisfinancial.com

Rod Jackson
Strategy Consultant

Mr. Jackson has more than 20 years experience creating strategies for trading financial and currency instruments. Prior to joining Strategis, Mr. Jackson was a partner in the firm of Bateman, Jackson and Oveson (now BJO Capital Management). He has a degree in computer science from BYU.
rod@strategisfinancial.com

Flint Stephens
Marketing Director/ Financial Advisor

Mr. Stephens is marketing director and a financial advisor for Strategis Financial Group. During the past 20 years Mr. Stephens wrote and edited publications for nationally known experts like Howard Ruff, Kenneth Trester, Dennis Slothower, and others. Mr. Stephens' experience covers everything from mutual funds, to stock and commodity options, to precious metals, to international business. He has a master's degree in communications from Brigham Young University.
flint@strategisfinancial.com

Jeff Goettsche
Financial Advisor

Jeff Goettsche has worked in the investment industry for nearly 20 years. Mr. Goettsche was most recently affiliated with Wachovia Securities where he operated an independent office. He also spent several years working for Merrill Lynch. A graduate of Brigham Young University, Mr. Goettsche has a degree in business finance. In his spare time Jeff enjoys golf and he was a member of the BYU golf team in his younger years.
jeff@strategisfinancial.com

Dave Udall
Financial Advisor

Dave Udall recently joined Strategis as a financial advisor and investment advisor representative. He worked at Morgan Stanley prior to his association with Strategis. Before joining the financial industry, Mr. Udall had a successful sales career in the software industry and was a top sales manager with companies like Power Quest and Symantec.

He has an MBA degree from University of Phoenix and a bachelor's degree in communications from Brigham Young University. Dave has been active in local politics and in coaching youth in baseball and basketball. He is involved in church, community and family history work. He likes to golf, swim, hike, travel and play tennis with his wife and family. He has 12 children and is happily married to Laurel Benson Walker Udall of Calgary, Alberta.

He was born in Phoenix, Arizona, but grew up mainly in California.
dave@strategisfinancial.com

Dr. Richard M. Oveson
Investment Committee Chairman

Before joining Strategis, Dr. Oveson was a senior vice president at the Faneuil Group and a partner at Bateman, Jackson and Oveson (now BJO Capital Management). He has also served as a faculty member at the Marriott School of Management at Brigham Young University and at the Air Force Academy. He is a retired United States Air Force Colonel. Dr. Oveson holds an MPA and a Ph.D. in economics from Harvard University.