Strategic Investment Advisors, Inc.

Michael Lentz is a financial advisor at Palisade Investments, LLC with 28 years of industry experience. He holds the PFS™ designation along with Series 63 and Series 65 licenses. Prior to joining Palisade Investments in 2025, he worked at Lentz + Lentz, CPAs for 36 years and has operated Michael L Lentz, CPA APC since 2018. Palisade Investments serves individual and institutional clients, including high-net-worth investors and retirement plans, offering retirement-plan consulting, asset management, and financial planning. The firm uses a strategic asset-allocation approach focused on diversified portfolios with mutual funds and ETFs, and provides both discretionary and non-discretionary services tailored to client goals.

Gwendolyn Lentz is a financial advisor at Strategic Investment Advisors, Inc. in Reno, NV, holding a Series 65 designation with 28 years of industry experience. She has a background as a CPA, having worked at Lentz + Lentz, CPAs from 1982 to 2016 before founding her current advisory firm in 2017. Strategic Investment Advisors, Inc. provides fee-only investment supervisory services primarily to individual investors, IRAs, and minor custodial accounts. The firm employs a long-term, asset-class indexing strategy using passively managed institutional funds from Dimensional Fund Advisors and integrates investment services with tax preparation and planning through an affiliated accounting practice.