Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits every client, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
President and Owner
"As a financial planner,” Tom says, “I strive to have a positive impact on clients’ lives by helping them create and monitor personalized strategies designed to work toward their individual goals.
Kaitlyn, a Certified Financial Planner™ is passionate about helping others plan for the future. Her unique background sets her apart from others in the field as she brings a fresh perspective and new ideas.
Vice President, Marketing and Operations
Erin has been in the financial service industry for over 40 years and has been with our team since 2004. She handles the day-to-day operations which includes securities trading, compliance, licensing, sales, marketing, and client support.
Director, Client Services
Darlene has been with Golden Strategies Financial Group since 1999. Her prior experience includes 18 years in management in the banking and building industries.
Client Service Administrator
Jennifer, the newest member of the team, has her Finance and Business Administration degree from John Carroll University and has worked in the finance industry for over three years.
After graduating from college, I worked for a large Pittsburgh bank as a computer programmer when I quickly realized I wanted a profession where I could build relationships with people and help them improve their lives. After networking with a group of professionals from a premier financial planning organization, I made a complete career change and began my journey as a financial advisor. Although it was not an easy career path, I relished the opportunity to control my own destiny in a business that favors an entrepreneurial spirit.
Over thirty years later, I look back with great satisfaction. My career has blessed me with wonderful friendships I have been able to build, maintain and enjoy through all these years. I feel privileged so many people have allowed me to share their private and personal lives. And it’s immensely rewarding to have a positive impact on them and also on their families. We’ve worked together to educate their children, insure their lives to protect loved ones, plan for future retirements, help retirement dreams come true, and help those left after the loss of a family member.
I am very fortunate to be supported by a wonderful team, who are also passionate about what they do. Each team member has gotten to know every single one of our clients in a very personal way, and in many cases, our clients’ family members as well.
Each individual has characteristics that help them excel in their role. Darlene, who has been part of the team for over 20 years, is our business processor. She is extremely detail oriented and thoroughly loves this aspect of the job. Erin has also been with us for close to 20 years and serves as our office and client relations manager. Our clients enjoy her warm, friendly personality.
The newest member of our team is my daughter Kaitlyn, a smart, caring, highly motivated young woman. A licensed pharmacist, Kaitlyn made a complete career transition a few years ago when she realized she found helping people accomplish their dreams and goals even more fulfilling than her original profession. Kaitlyn is currently meeting with all of our clients to get to know them personally and understand each of their specific circumstances, concerns, and goals, which is crucial to provide valued guidance for their long-term futures.
I enjoy working with each talented individual at Golden Strategies, and I know our clients do, too.
Thomas Stroyne, CFS, CRC ®President & Owner
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on 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.