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

 

Pat

Patrick Strubbe Founder & Managing Partner, ChFC®, CLU®, RFC®

service@scpreservation.com

John

John FarleyPartner & Financial Advisor 

john@scpreservation.com

Matthew

Matthew Terry
CFP®, Partner, Financial Advisor

matthew@scpreservation.com

David

David ElliottFinancial Advisor

david@scpreservation.com

Serena 2

SERENA ConcepcionFinancial Advisor

serena@scpreservation.com

Support Team

Margo

Margo SimmonsDirector of HR & Operations

margo@scpreservation.com

Grace

Grace Blackburn
Marketing Coordinator

grace@scpreservation.com

Michaela

Michaela Castillo
Client Service Specialist

michaela@scpreservation.com

Anayah

Anayah Jamison
Client Service Specialist

anayah@scpreservation.com

Janelle

Janelle Strubbe
Client Service Specialist

janelle@scpreservation.com

Justin

Justin Faulling
Intern

intern@scpreservation.com

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