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Susan Strasbaugh, CFP® , EA, AIF®

President and CEO

Building on her years of experience in the securities and financial planning industry, Susan founded Strasbaugh Financial Advisory Inc. in 1998, to bring an elite level of financial clarity and ongoing client care to individuals and families in Colorado Springs and across the southwestern United States. Susan has seasoned expertise in overseeing the big picture and granular details of clients’ financial lives:

  • As a Certified Financial Planner™ (CFP) practitioner and Accredited Investment Fiduciary (AIF), Susan takes a total-care approach to identifying, organizing, planning, implementing and coordinating clients’ far-flung financial goals.

  • As a fiduciary, fee-only investment advisor representative, she takes a team approach to planning, building and managing clients’ customized, sensible investment portfolios.

  • Susan is an Enrolled Agent (EA), a credential that equips her to be sensitive to and adeptly manage the significant impact that taxes can have on an otherwise well-developed financial plan.

  • Susan holds a bachelor’s degree in business administration from the University of Southern California.

  • She is a member of several professional financial organizations, including the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association (FPA) and the National Association of Tax Professionals (NATP).

On a personal note: In addition to her numerous community interests, Susan unwinds by reading, playing tennis and hiking. She and her husband Richard have a daughter, Alyssum, and a Labrador Retriever, Nessa.

Richard Strasbaugh

Vice President and COO

Richard brings his solid prior experience as a business and financial professional to directing the firm’s strategic growth as well as supporting the firm’s client care operations. Before joining Strasbaugh Financial, Richard was a corporate manager for several firms including serving as a product manager for Standard & Poor’s, and an Account Manager for investor relations firm the Financial Relations Board, where he advised public companies’ senior management on investor communications strategy and implementation. He holds bachelor’s degrees in history and journalism from the University of Wisconsin.

On a personal note: Richard formed many of his personal interests as a native of Wisconsin where he grew up camping, hunting and participating in martial arts. As a history buff, he remains a voracious reader of historical non-fiction, and also has an interest in politics. Individually and as part of Strasbaugh Financial, Richard is actively engaged in a wide variety of community interests.

Jennifer Graff

Operations Manager

Jennifer has worked for many years in the financial services industry in a variety of different positions, including positions in personal banking and bank management, as well as serving as a student loan officer at George Fox University in Newberg, Oregon. She is a registered Paraplanner and an alumna of George Fox University, Jennifer holds a bachelor’s degree in business administration with a finance concentration.

On a personal note: Jennifer enjoys camping, four-wheeling, floating on a Montana river as well as spending time with family and friends.

Jamie Slaughter, CFP®

Advisor

Jamie provides advice and support to clients, helping them to effectively plan their financial futures. In addition to being a CERTIFIED FINANCIAL PLANNER ™, Jamie received a bachelor’s degree in business administration from Bellevue University in Bellevue, Nebraska, and also earned a master's of science degree in management. Jamie has provided service to SFA clients since 2012 and remains committed to their best interests.

On a personal note: When Jamie is not assisting clients, she enjoys baking, camping, and golfing. She also likes spending time with friends and family.

Alyssum Malone

Financial Planning Associate

Alyssum brings together both customer service and financial industry experience to ensure that Strasbaugh Financial Advisory’s back office and client service functions operate efficiently. Most recently, Alyssum worked at investment firm T. Rowe Price, answering 401(k) participants’ questions and service requests.  She has also worked part-time at Strasbaugh Financial Advisory assisting with projects and providing administrative support. Alyssum received her bachelor’s degree in psychology from the University of Colorado at Boulder.

On a personal note: Alyssum enjoys traveling, baking, swimming and reading. She also enjoys spending time with friends and family. While a junior in college, Alyssum spent a semester abroad in Florence, Italy. 

"My father was a bank trust officer, and I grew up watching him take great care of his clients. I got the “care” concept early on: What I do and how I do it directly touches people’s daily lives. I established my own firm so I could provide an uncompromised level of fiduciary care to my own clients.” — Susan Strasbaugh, CFP®, EA, AIF®

 

 

Strasbaugh Financial Advisory, Inc. (“Strasbaugh”) is an SEC registered investment adviser located in Colorado Springs, Colorado. Strasbaugh may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Strasbaugh’s web site is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of Strasbaugh’s web site on the Internet should not be construed by any consumer and/or prospective client as Strasbaugh’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Strasbaugh with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Strasbaugh, please contact the SEC or the state securities regulators for those states in which Strasbaugh maintains a notice filing. A copy of Strasbaugh’s current written disclosure statement discussing Strasbaugh’s business operations, services, and fees is available from Strasbaugh upon written request. Strasbaugh does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Strasbaugh web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Strasbaugh), will be profitable or equal any historical performance level(s). Certain portions of Strasbaugh’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Strasbaugh (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Strasbaugh, or from any other investment professional. Strasbaugh is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice. Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Strasbaugh is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Strasbaugh by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers. To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Strasbaugh’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Strasbaugh, or from any other investment professional. Each client and prospective client agrees, as a condition precedent to his/her/its access to Strasbaugh’s web site, to release and hold harmless Strasbaugh, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Strasbaugh.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Strasbaugh), will be profitable or equal any historical performance level(s).

Certain portions of Strasbaugh’s web site (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Strasbaugh (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Strasbaugh, or from any other investment professional. Strasbaugh is neither an attorney nor an accountant, and no portion of the web site content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Strasbaugh is engaged, or continues to be engaged, to provide investment advisory services, nor should it be construed as a current or past endorsement of Strasbaugh by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized adviser. Rankings are generally limited to participating advisers.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to Strasbaugh’s web site, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Strasbaugh, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to Strasbaugh’s web site, to release and hold harmless Strasbaugh, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Strasbaugh.

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