The Consulting Team
Patrick (Pat) L. Sizemore
CEO, President and CCO
Strategic Wealth Management, Inc
Patrick Sizemore founded Strategic Wealth Management, Inc. in 1988 and is its majority shareholder.
He attended the University of Oregon and served with the U.S. Marine Corps in Vietnam.
His broad background and expertise started at an early age when he worked for his father’s CPA firm in Cottage Grove, Oregon before he even finished high school and after his Marine Corps service. He spent almost a decade in management with what was then, the nation’s largest insurance company, before leaving in 1980 to specialize in the pension and employee benefits consulting areas. He owned a pension administration and consulting firm, and has consulted on qualified retirement plans and the investment of retirement and trust assets for over three decades. He has extensive working knowledge of plan design and administration and trustee investments. He is a frequent speaker on the topics of proper investment policy design and proper allocation and diversification of investment assets.
Pat designed Strategic Wealth Management, Inc. (SWM) around his strong belief in hands-on service, alignment of interests with clients and his conviction that adherence to investment disciplines and processes is the key to successful financial investment and a successful Investment Consulting firm. For both Pat and the firm, the philosophy and goal for clients is: "Prosperity with Peace of Mind".
Pat serves as the company Chief Investment Officer with a constant eye to macro-economics, geopolitical activity and broad general market trends. He also plays a key role in SWM’s Capital Markets and Money Manager/Fund Review Committees. Pat is also the firm’s Chief Compliance Officer (CCO) and is constantly monitoring client relations, trading, internal disciplines and operations. He is a member of the Investment Management Consultants Association (IMCA) and he and his wife Nancy are Board Members at Large and involved in the Cystic Fibrosis Guild of Washington.
Pat and Nancy reside in Bellevue, Washington. Pat's hobbies are reading, boating, fishing, travel, photography, and spending time with his grandson and granddaughter.
James M. Sizemore, CPA® (inactive)
Chief Financial Officer; Director, Native American Services Division
Strategic Wealth Management, Inc
Jim Sizemore began his career in finance while still in high school, working in his father's CPA firm. Later he worked with a regional CPA firm before leaving public accounting in 1976 to join the staff of the Confederated Tribes of the Warm Springs Reservation of Oregon where he served as finance officer until 1986.
Since 1986, Jim has consulted exclusively for or on behalf of Native American Tribes in the broad area of financial management, and dealing with financial aspects of tribes' relationships with the federal government. Jim has considerable expertise providing assistance in the development of internal capacity for financial management, including policy, planning and budgeting. He also assists client tribes in developing and negotiating self-determination contracts and compacts, developing and negotiating indirect cost rates, preparing and contracting for audits, negotiating local control of tribal assets and other finance related activities.
Jim heads up the Native American consulting division of the firm. He works very closely with tribal clients to ensure integration of financial policy, planning and management processes, with investment solutions and strategies. Jim coaches and provides training for CFO’s, Finance Directors and officers, finance and investment committees, 401(k) Committees and their staffs to support development of internal fiscal management capacity. Based on his broad tribal experience he is called upon to assist in many issues that have bearing either directly or indirectly on the finances of SWM client tribes.
Jim is a shareholder, Chief Financial Officer and registered investment advisor with Strategic Wealth Management, Inc. Jim has the lead role in the firm in addressing Tribal client needs and policies, also initiating and overseeing the development and evolution of client training. He is also a member of the Capital Markets and Money Manager/Fund Review committees. Jim spends much of his time in the field with SWM’ Tribal clients or in the firm’s Kirkland, WA headquarters, but when home works from a very nice home office with his capable Associate, Gina, Jim and Gina are fully dedicated only to Native American consulting.
Jim lives in Newberg, OR with his wife Susan. Jim and his wife enjoy running a small farm, Misty View Farm, where they raise champion Shetland Sheep and other farm animals and pets, as well as timber. Jim also enjoys fly-fishing, golf and reading.
Jason W. Davis
Director of Research
Strategic Wealth Management, Inc
Jason is a member of the Assiniboine Indian Nation and also a descendant of the Turtle Mountain Band of Chippewa Indians. He grew up in the northeastern corner of Montana on and near the Fort Peck Indian Reservation, home to his Assiniboine Tribe and to the Hunkpapa Band of Sioux. He left the area immediately following High School in order to pursue a college education and a career. Jason settled in Seattle where he received his BS in Electrical Engineering from Seattle Pacific University. In 1997, he co-founded a semiconductor representative firm and launched a separate consulting firm that provided outsourced design and manufacturing. During this time, he earned an MBA in Technology Management from the University of Washington's Executive School of Business where he focused on Venture Finance and Economics. He left the high-tech industry in 2003 to pursue his interests in the financial services industry.
Jason joined Strategic Wealth Management in 2006. He was previously with Merrill Lynch’s Private Banking and Investment Group where he advised highly affluent individuals, endowments and foundations, and led his team's efforts in offering investment assistance to Native American Governments. As Director of Research and Trading for Strategic Wealth Management, Jason facilitates our investment research and due diligence, structures client portfolios, and leads our Capital Markets and Money Manager Review Committees. He takes an active role in training and support for Tribal investment and 401(k) committees.
Jason also utilizes his professional expertise to enhance the impact and effectiveness of children’s charities. He has served as a Board Member and planned giving advisor with the Boys and Girls Club, and as an advisor and fundraising leader for Childhaven, a King County charity that provides safe haven and childcare for abused and neglected children. Jason currently serves as Chairman of Hoopaholics, a non-profit that raises money for children’s charities by hosting adult amateur basketball camps.
A devoted father and avid golfer, Jason lives with his wife and three young children in the Bear Creek Country Club neighborhood of Woodinville, WA.
Gina M. Seidl
Senior Associate
Strategic Wealth Management, Inc
Gina attended the University of Oregon and received a Bachelor of Science Degree in Management with a minor in Marketing from the Charles Lundquist College of Business. She has been employed with the Portland office since 1990, where she has been an integral part of the Native American consulting effort. Gina has supported efforts on behalf of tribal clients as well as providing staff support to a number of national and regional tribal efforts. She works closely with Jim Sizemore, assisting client tribes in budgeting, policy development and related matters.
Gina is an associate with the firm in its Portland, Oregon offices, where she is responsible for coordinating support for Native American services. She works closely with a number of the firms’ Native American clients in supporting budget preparation processes, indirect cost rates and other fiscal related services.
Gina’s duties include quality control and distribution of monthly and quarterly reporting, coordination of updates and publication of client investment policies and tracking and accommodating changes in Tribal Council’s, management and staff.
Gina enjoys snow skiing, travel and gardening.
Lesa Merrick
Executive Associate
Strategic Wealth Management, Inc
Lesa Merrick graduated from Capital University in Columbus Ohio with a degree in Human Services. Lesa has over twenty years experience in the financial services industry. She has been employed at Strategic Wealth Management, Inc. since 2006 as Executive Associate to the President, working directly with Patrick Sizemore. Lesa maintains the Private Client relationships, working closely with each client to ensure their individual needs are being identified and met.
Lesa also is responsible for coordinating all custodial account documentation relating to new accounts and the maintenance of all existing accounts for both Tribal clients and Private clients, and assists with transactions and quality control. She is the liaison between SWM and the client custodians and sub-advisors for addressing client/ custodian account needs and issues.
Prior to joining SWM Lesa worked in Private Banking at Bank of America and Key Bank where she established her client centered approach to business. In her role as Private Banker she was also fully licensed in all required securities licenses including Securities Principal. Lesa also had over a decade of experience as a Branch Manager and a Corporate Trainer with both Wells Fargo and Key Bank, She has many years experience in the delivery of training programs (both in the financial and mental health fields) and in the compliance area of the financial services industry.
Lesa has many interests, some of which include reading, dance, and community service.
Timothy A. Minneman
Operations Manager
Compliance Manager
Information Technologies Manager
A Cum Laude graduate of Seattle University, Tim obtained a degree in Finance with a minor in Economics. He has spent the last fifteen years of his career in the investment consulting industry developing and managing the operations of investment consulting firms.
Tim joined Strategic Wealth Management, Inc. in 1995 and served as Director of Operations and Compliance Officer until 2007 Tim when he founded Back Office Connection, a full service back office operation, providing operational, IT and compliance services to SWM and other independent consulting firms. Tim remains a part-time employee to address client portfolio trading and liquidity issues and as a principal for approving certain trades. Tim supervises the analyses and production of client portfolio account reconciliation and performance reporting and remains actively engaged on all operational aspects of the firm.
Tim completed his Compliance Certificate Program, CCP:IA designation and is a member of the Seattle Society of Financial Analysts (SSFA) and the CFA Institute®.
Tim and his wife Christa reside in Bothell, Washington with their children. Tim enjoys water and snow skiing, boating, hiking and home improvement hobbies.
