Schedule a Meeting

We've built our firm on lifelong relationships rooted in performance and trust.

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.

Have Questions for Strategy Financial Group?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future. By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

Form CRS | Privacy Policy | Terms of Use

*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.

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.

Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Strategy Financial Group is stated or implied.