Strategis Financial Group, Inc.
2230 N. University Pkwy., Suite 9C
Provo, UT 84604
phone: (801) 373-1100
toll free: 1-800-279-3377
fax: (801) 373-1155
Dr. Richard M. Oveson
Chairman of the Board
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.
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