Meet the professionals who can help you Pursue Your Goals
We help individuals and families work toward achieving their ideal retirements.
Meet The Team
The team behind Preservation Specialists, LLC is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.
Leadership
Patrick Strubbe Founder & Managing Partner, ChFC®, CLU®, RFC®
Patrick StrubbeFounder & Managing Partner
For over 25 years, Pat has taught retirees and pre-retirees how to preserve their assets and increase their income.
His own family's struggles influenced Pat to enter financial services. Pat vividly remembers being in high school when his grandfather needed nursing care. His mom had to handle the bills and coordinate payments while his grandfather had to depend on someone else to take care of him, both physically and financially. The situation wore down his entire family. Today, Pat hopes to help others avoid the problems his family faced by showing them how to be proactive with their money.
Pat is a recurring guest on the WIS-TV (NBC) news with anchor Dawndy Mercer Plank. He was the financial columnist for the Lexington Chronicle for many years and has been featured in USA Today, Columbia Business Monthly, Investor's Business Daily and other national publications, as well as on numerous radio shows around the country for his knowledge in the field of financial planning. Pat is a Chartered Financial Consultant (ChFC®), Chartered Life Underwriter (CLU®) and Registered Financial Consultant (RFC®).
You can listen to Pat host the radio show "Save Your Retirement®" on WVOC-AM. He is also an avid writer. In 2012, his book "Save Your Retirement from Mass Destruction by the 7 Retirement Villains!" became a best-seller on Amazon.com. In March of 2021, he reached best-seller status again with his most recent book, "The Retirement Secret."
Pat lives in Columbia, South Carolina, with his beautiful wife, Janelle. He is the proud father of four children: Carter, Ava, Gabriella and Isla. Pat enjoys watching NBA basketball games with his friends and family. He loves to see his favorite team, the L.A. Lakers, whenever he can. An active member of Hope Lutheran Church in Irmo, Pat has served as an elder of finances since 2003.
John FarleyPartner & Financial Advisor
John FarleyPartner & Financial Advisor
You may know John as your local meteorologist, but you may not know that he has been involved in the finance world for many years. John joined Preservation Specialists in 2016, and in 2022, he became an equity partner.
John earned an undergraduate degree from the University of Massachusetts in business administration with a concentration in finance. He ran a hedge fund for six years, where he and his team developed and implemented statistical models for trading commodities. John is a fully licensed financial advisor. He holds the Series 7 and 66 exams, as well as the Securities Industry Essentials (SIE) on the security side, and holds life and health insurance licenses in South Carolina.
John has a Master of Science degree in meteorology from San Jose State University. While in graduate school, John worked with a team to create mathematical models that forecast fog at San Francisco International Airport. The team was awarded the Excellence in Aviation Award from the FAA in 2002. John relies heavily on his modeling/math background to evaluate potential investments for our clients.
John is also an Emmy Award-winning meteorologist and certified meteorologist with the American Meteorological Society and believes there are a lot of similarities between investing and meteorology. He explains, "No one wins them all, but it's usually prudent to stay grounded and have a process for how you approach investing — much like forecasting the weather."
John and his wife, Maura, have been happily married for over 30 years. They moved to Lexington in 2010 and have three children: Grace, Rosemary, and Jack.
Matthew Terry
CFP®, Partner, Financial Advisor
Matthew Terry
Partner & CERTIFIED FINANCIAL PLANNER™
Matthew is our youngest advising partner. He joined Preservation Specialists in 2019 and in 2022 became an equity partner. He graduated from Clemson University with a degree in Financial Planning and loves helping clients develop a comprehensive financial plan as they work towards their retirement endeavors.
Matthew is our only CERTIFIED FINANCIAL PLANNER™ on staff. In addition, he holds his Securities Industry Essentials (SIE), Series 7 and 66 licenses through FINRA. On the insurance side, he is a life and health insurance agent in multiple states.
Growing up, he always knew he wanted to enter a field where he is able to help others and make a lasting impact on their lives so that is why he chose finance!
Before attending Clemson, Matthew played two years of collegiate golf at Spartanburg Methodist College and never passes up the opportunity to play a “quick 9”.
He was born and raised in Jefferson, South Carolina and enjoys hanging out with his beautiful wife (Sydney), family, and friends in his free time.
Linda YoungSenior Financial Advisor
Linda YoungSenior Financial Advisor
Linda is something of a rare breed as a financial advisor, as only about 18% of licensed advisors are women in the U.S. With more than a decade of experience successfully helping a wide range of clients retire, she has found the most important skill she uses is listening to clients in exploring their financial and personal hopes, fears and dreams. She often says retirement planning is both parts art and mathematical science. She holds licenses on the securities side (Series 7, 63 and 66) and through the state of South Carolina for insurance lines.
Before moving to South Carolina in 2003, Linda traveled extensively and worked and lived in many different states and several countries. (Bermuda was one of her personal favorites!) She graduated from the University of Vermont, back when computers took up the size of an entire classroom. Her wide range of professional experiences includes many years of successful business management and education administration.
In addition to her work as an advisor, Linda most enjoys being outdoors in the fresh air and sunshine and with her son and the dear friends she calls family. She is often checking the winds, to see if there is enough wind to take her Sunfish out sailing on Lake Murray! She also receives much from giving back to her faith community and a few organizations near and dear to her heart.
Support Team
Margo SimmonsDirector of HR & Operations
Margo SimmonsDirector of HR & Operations
A member of our team since 2018, Margo is our resident "Brit" with a heart for helping people. She has a diverse background, including experience in children's ministry, retail buying and web development.
A joyful multitasker, Margo enjoys the daily rhythm of engaging with our clients and meeting their needs.
When she's not working, you can find Margo spending time with her husband and two children, traveling to the Blue Ridge Mountains, reading and running.
Jenna Scurry
Front Office Coordinator
Jenna Scurry
Front Office Coordinator
Jenna joined us last fall and stepped into the role of front office coordinator seamlessly!
She brings 10-plus years of administrative experience to this multitask-filled position and does so with her energetic spirit and beautiful smile! Jenna is a self-described 'Army brat' who was born in Frankfurt, Germany! She went to work straight out of school and has recently returned to the workforce after enjoying the blessing of being a stay-at-home mom. Jenna is married to Justin, who is a groundskeeper for USC.
They have three kiddos: Maddox, Molly and Annabelle, and two dogs: Sam and Bear. Jenna and her family enjoy spending time on Lake Murray, attending USC games, and all the sports and activities of a busy family!
Carolann Long
Marketing Director
Carolann Long
Marketing Director
Carolann joined the Preservation Specialists family this past November and has taken on the role of marketing director.
She is a University of South Carolina School of Design graduate with a minor in business administration. Carolann and her husband recently moved back to Irmo after a two-year permanent change of station to Fort Rucker, Alabama. While there, her husband trained as an Apache helicopter pilot for the Army, and she served as the senior graphic designer for Fort Rucker Morale, Welfare and Recreation. They just welcomed a baby boy, Evan James, in June. They also have two cats, Theodore and Ashton, and a betta fish named Henry.
Carolann is so excited to become a part of the Preservation Specialists family and can not wait to serve our amazing clients and their families!
Michaela Castillo
Client Service Specialist
Michaela CastilloClient Service Representative
Michaela is excited to start her new role and hopes that her knowledge and experience of helping clients through their retirement journey will be continued for years to come. She looks forward to working with all of Preservation Specialists' new and existing clients and their families.
Michaela and her husband, Victor, have lived in South Carolina for six-plus years and have three beautiful children, Olivia, Eva, and Savannah. They like to visit different parts of the state and surrounding areas on the weekends and spend as much time as a family as possible. Michaela also enjoys cooking all her favorite British dishes and baked goods and spends time listening to audiobooks whenever she can.
Angie Lubnow
Client Service Specialist
Angie LubnowClient Service Representative
Angie is one of the newest members of our team. She is a part of our back-office team and is committed to providing excellent service to our clients.
Angie was born and raised in Pennsylvania and graduated from Bloomsburg University with a Bachelor of Science in business administration-finance. Upon graduating, her extensive career with a major oil company took her to Houston, Texas and the Washington, D.C., area.
In 2003, Angie, along with husband and their daughter, relocated to beautiful Aiken, South Carolina, and her dream of living on a horse farm came true. Since then, their daughter has become a successful nurse and has left the nest. Angie is the proud nana of her grandpup, George the corgi!
Angie and her husband of over 30 years enjoy attending concerts and traveling in their free time.
Anayah Jamison
Client Service Specialist
Anayah JamisonClient Service Representative
Anayah was welcomed onto the Preservation Specialist team in June of 2022 and has taken on the role of client service specialist. She has found helping people retire with ease has been her calling.
Anayah was born and raised in Lexington and graduated from Riverbluff in the spring of 2022!
She looks forward to helping our clients and their families retire with ease!
Janelle Strubbe
Client Service Specialist
Grace Blackburn
Intern
Grace BlackburnIntern
Grace is our wonderful intern who helps all over the office. If you come in the afternoons, she is the smiling face you will see.
Ready to Take The Next Step?
For more information about any of the products and services we offer, schedule a meeting today or register to attend a seminar.
Or give us a call at (803) 798-1988
