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Sheila Van Patten

Client Services Specialist

As Client Services Specialist, Sheila’s primary responsibility is to ensure a seamless client experience. From greeting visitors and handling phone calls to providing support to the entire office, Sheila’s affable and meticulous nature helps ensure that every interaction with our firm exceeds expectations. She strives to get to know our clients and to be of assistance in any way that she can. Prior to joining Strategy Financial Group, Sheila worked as a Registered Behavioral Technician specializing in applied behavioral analysis in young adolescents. Sheila brings a sense of calm to the office paired with friendly customer service and a passion to help others.

Sheila has lived all over the country including California, New Hampshire and Virginia before settling down in Arizona to be near her family and two sons. In her free time, she practices yoga, plays golf and crochets. Sheila gives back to her community with her ongoing involvement in programs that focus on Autism Awareness.



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Investment advice is offered through Strategy Financial Services, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

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