Founding Member, Investment Advisor
Scott has more than 20 years of business experience primarily in Financial Services. He holds the Series 7, 66 and Life & Health Insurance Licenses, and has obtained the Chartered Life Underwriter, CLU®, a premier designation in...
Director of Operations & Client Experience
Gena Altizer joined SDA Wealth Strategies in October 2020 as the Director of Operations and Client Experience. She brings expertise in financial systems and efficient business processes to help SDA’s clients enjoy the...
Risk Management Specialist | P & C Insurance Broker
* Individual is not affiliated with American Portfolios and is only affiliated with SDA Wealth Strategies. General Expertise Four decades of industry history as: Insured (buyer): fortune 500 mining and natural resources and fortune...
We have a dedicated team at my home office of American Portfolios that provide our office with administrative support, to assist us in meeting our clients needs in a consistent, efficient, and professional manner. Some of our team includes:
Home Office Team - Business Services Trainer
Home Office Team - Business Process & Technology Platform Manager
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.