Matthew Gilmore is a Managing Principal and Financial Consultant at Strategic Asset Services. He formed the original team in 2003 to assist clients with asset management and financial planning. He holds a Certificate in Retirement Planning from The Wharton School, University of Pennsylvania and a BA from the University of Virginia

Loubna Aouad serves as our Senior Client Services Associate. Loubna has been with the group since 2004 and has a deep understanding of brokerage/investment and insurance processes. Loubna oversees our business services group and also our insurance policy oversight practice. Loubna holds a degree in Mechanical Engineering from the University of Toulouse, France.

John has over 27 years of private client management experience as a hands-on,versatile, results-oriented accounting professional. John bring to the table his experience in tax planning for High-Net Worth Individuals, closely held businesses, partnerships and Trusts, which his clients have found him to be a great resource. Armed with this knowledge John plays an integral part in analyzing and designing, appropriate wealth management, risk management and estate planning strategies. John also helps his clients take action on their personalized financial strategies and plan by providing the recommendation and implementation of life insurance, investment and other financial products where appropriate. John was formally educated at the State University of New York at Plattsburgh, where he received a Bachelor of Science with a major in accounting.

Liam is a Financial Consultant at Strategic Asset Services.He specializes in financial planning and supports the senior advisor team in investment allocation. Liam also oversees and manages our group retirement plan business, including 401Ks and 403bs. He holds a degree in Finance, Financial Planning from The Haub School of Business at Saint Joseph’s University.