Strategent Financial, LLC

Andrew Lam is a CFP® and CFA® with eight years of industry experience. He has worked at Strategent Financial, LLC since 2022 and previously spent five years at Dimensional Fund Advisors. Prior to his financial career, he held roles at Ferguson Enterprises and the University of Virginia. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and estates. The firm uses strategic asset allocation and modern portfolio theory to build diversified, tax-efficient portfolios, focusing on higher-balance clients and offering services that include retirement plan advice and business consulting.

Debbie Byerly is a financial advisor at Strategent Financial, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Capitol Family Office, Inc. and Byerly Wealth Management. Outside of her advisory role, she is a group fitness instructor at Sentara Wellness Center and serves as a committee member for the Town of Bridgewater Industrial Development Authority. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and other entities. The firm employs strategic asset allocation and modern portfolio theory, focusing on low-cost funds, global diversification, and tax efficiency, while offering discretionary portfolio management and financial consulting.

Abram Shearer is a CFP® professional with 10 years of experience in financial advising. He has been with Strategent Financial, LLC since 2015. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and estates. The firm employs strategic asset allocation and modern portfolio theory, focusing on low-cost, globally diversified investments and tax efficiency, with an emphasis on higher-balance client relationships and a collaborative planning process.

Dale Lam is a CFP® and PFS™ credentialed advisor with 17 years of industry experience, currently serving at Strategent Financial, LLC since 2008. He is based in Harrisonburg, VA. Outside of his advisory role, Mr. Lam is involved with Lam Development, LC, a real estate company that owns a commercial office building in Harrisonburg, where he manages tenant communications and vendor relations. Strategent Financial, LLC provides wealth management and advisory services primarily to individuals and families, as well as retirement plans, trusts, and other entities. The firm employs strategic asset allocation and modern portfolio theory, focusing on low-cost, diversified portfolios with an emphasis on tax efficiency and collaborative planning.