Mrs. Hart is an experienced Administrative Professional who oversees operations at WealthPro, LLC,¹ and The Strategic Financial Alliance, Inc. ². Many of our clients know her because of her terrific customer service personality. In addition to being approachable and good spirited, Mrs. Hart brings a solid background in office sciences to her position and has more than a decade of experience serving clients’ financial service needs.

Education, Registrations & Licenses

• A.O.S. degree in Business from Central City Business Institute in Syracuse, New York
• Financial Paraplanner^SM certificate from the College for Financial Planning, Denver, Colorado
• FINRA-registered Administrative Representative through The Strategic Financial Alliance, Inc.
• New York State Master Insurance Agent license for Life, Accident/Health Insurance, Variable Insurance
• New York State Notary Public

Mrs. Hart gained valuable experience prior to joining our firm working at a law firm, a contracting office, a large corporate manufacturing firm, and serving in the front office of a major regional distributorship.

Advisory Services offered through WealthPro, LLC, Registered Investment Advisor. Securities offered through The Strategic Financial Alliance, Inc., Member FINRA/SIPC. WealthPro, LLC, The Strategic Financial Alliance, Inc., and Solomon Associates^SM are independent entities and each is responsible for its own business.