Michael J. Lehrhaupt
Founder, Strategies For Wealth Management
Since 1998, Michael J. Lehrhaupt, Founder of Strategies for Wealth Management, has been helping clients protect their assets and income due to risks they may face in retirement. As a Certified Financial Fiduciary (CF2), Michael and his staff are committed to providing the highest level of service and guidance to their clients.
The belief of the Strategies for Wealth Management team is to provide a sound, holistic financial plan for retirement, which should include well defined strategies to address such risks as longevity, market volatility and unexpected illness.
In addition to helping over 1200 clients protect their retirement assets and income, Michael is a well-renowned trainer and educator in the field of Retirement Planning. He is a sought after and highly regarded public speaker, having spoken on numerous occasions at national events. In addition, Michael has been quoted in many local and national publications, including The New York Times and The Wall Street Journal.
Michael resides in Fairfield, CT with his wife of over 30 years and their three children. In addition to spending time with his family in his spare time, he also enjoys playing guitar, hiking, and giving back to his community.
Laura Lehrhaupt
Co-Founder, Strategies For Wealth Management
Laura Lehrhaupt, Co-Founder of Strategies For Wealth Management, graduated from S.I. Newhouse School of Public Communications at Syracuse University. Laura is a Certified Financial Fiduciary (CF2) and enjoys working one-on-one with our wonderful clients to help them achieve their retirement goals.
Laura entered the workforce as a Sales Assistant for CBS Radio before starting a career in Children’s Theater. Laura served as the Education Director at the Little Palm Family Theater in Boca Raton, FL for many years.
When Laura moved to Connecticut with her family, she made a career change into the fitness industry. She pursued several certifications in health and wellness, including nutrition and herbalism. Laura worked with Michael in the Financial Services industry for several years while her children were young.
Laura still has a passion for wellness and exercise and loves to practice yoga in her free time. Her motto is “There are no problems only solutions!”
Sharon Lucca
Licensed Insurance Professional
Tim Lewis
Certified Financial Fiduciary
Anthony Pisani
Certified Financial Fiduciary
Crystal Collado
Financial Advisor
Rob Borea
Investment Specialist
Jeff Gerard
Transfer Department Manager
Danny Jimenez
Sales Advisory Specialist
Danielle Nicholas
Client Services Coordinator
Sam Moore
Director of Experiences
Heidi Gassel
Seminar Coordinator
Reese Zadrozny
Educational Workshop Coordinator
Reuben Lehrhaupt
Lead Software Engineer
Val Lynch
Executive Assistant
Laura Damaschin
Administrative Assistant
Wendy Siconolfi
New Business Coordinator
Dave Brightman (AI)
Scheduling Coordinator
You deserve to not have to worry about your financial future, and to work with a team where everyone knows your name.
Sharon Lucca
Licensed Insurance Professional
Sharon Lucca is an accomplished Licensed Insurance Professional. Providing clients with strategic, personalized financial guidance rooted in trust and long-term planning. Licensed in Life, Accident, and Health Insurance, Sharon delivers well-rounded financial strategies that focus on both wealth protection, growth and income planning.
For the past 10 years, Sharon has been a key part of the team, known for her deep knowledge, empathetic approach, and commitment to helping clients achieve financial clarity. She works closely with individuals and families to develop customized plans that support retirement readiness, risk management, and legacy planning.
With three decades of experience and a passion for helping others, Sharon Lucca remains a trusted and compassionate advisor, focused on guiding clients through every stage of their financial journey.
Sharon resides in Milford, Connecticut with her husband John, where she finds inspiration and balance outside of her work. In her spare time, she enjoys spending time with her family, is an avid reader and gardener. She enjoys collecting sea glass at local beaches and has become an avid golfer.
Sharon has been a proud volunteer of the CT. Special Olympic Winter Olympics speed skating competition in Simsbury, CT for over 25 years.
Tim Lewis
Certified Financial Fiduciary
Tim Lewis is an experienced Financial Advisor with over 15 years in the financial services industry, helping clients create strategies for long-term financial health and security. As a Certified Financial Fiduciary (CF2) and a licensed Life and Health Insurance professional, Tim is held to the highest ethical standards, always prioritizing his clients’ best interest.
Throughout his career, Tim has guided individuals, families, and small business owners through the complexities of retirement planning, investment management, risk mitigation, and financial goal-setting. His approach is both strategic and personalized, ensuring that each financial plan is built on trust, transparency, and lasting results.
Tim currently resides in Hamden, Connecticut, where he enjoys a well-balanced lifestyle rooted in family and the outdoors. In his free time, he loves watching sports, hiking with his dogs, and spending quality time with his wife and two sons.
With a client-first philosophy and over a decade of industry expertise, Tim Lewis remains a reliable partner for those seeking clarity, confidence, and control over their financial future.
Anthony Pisani
Certified Financial Fiduciary
Anthony Pisani is a highly credentialed Financial Advisor with over 12 years of experience helping individuals and families build strong, sustainable financial futures. He holds multiple industry licenses, including the Series 7, 66, 6, 63, and a Life and Health Insurance License, and is a Certified Financial Fiduciary (CF2) — a distinction that reflects his commitment to putting clients’ best interests first.
Anthony specializes in comprehensive financial planning, combining investment strategy, risk management, and insurance planning to help clients achieve clarity and confidence in their financial lives. Whether guiding clients through retirement planning, asset protection, or wealth-building strategies, Anthony’s approach is rooted in transparency, trust, and long-term success.
Outside of his advisory role, Anthony is deeply involved in his local community as the Director of a travel baseball program, where he mentors young athletes and promotes leadership through sports. He also enjoys spending quality time with his wife and two children, embracing a family-focused lifestyle that mirrors the values he brings to his work.
Crystal Collado
Financial Advisor
Crystal Collado is a knowledgeable and approachable Financial Advisor with over 5 years of experience helping clients navigate the complexities of personal finance with confidence. She holds a Life and Health Insurance License, along with the Series 6, 7, 63, and 65 licenses, positioning her to provide comprehensive guidance across investment planning, insurance strategies, and retirement solutions.
Crystal works closely with individuals and families to build tailored financial strategies that reflect their goals, values, and life stages. Her approach combines professionalism with empathy, ensuring clients feel both supported and empowered throughout their financial journey.
Outside of work, Crystal is a devoted mother to her two children, Alaina and Javier. She stays energized through Pilates, paddleboarding, and enjoying the outdoors, especially when she can soak up some sunshine and spend quality time with her family.
Crystal brings a vibrant, grounded presence to financial advising—balancing expertise with a warm, relatable touch that resonates with clients of all backgrounds.
Rob Borea
Investment Specialist
Rob Borea is a dedicated Investment Specialist with over five years of experience helping individuals and families achieve long-term financial success. He holds a Series 7, Series 66, and a Life and Health Insurance License, enabling him to offer comprehensive financial planning and investment solutions tailored to each client’s unique needs.
Rob’s approach combines in-depth market knowledge with a personalized strategy to help clients grow and protect their wealth. From portfolio development and retirement planning to insurance-based strategies and wealth preservation, he delivers results-driven financial guidance with a focus on trust, transparency, and long-term value.
With a strong foundation in compliance and a keen understanding of both traditional and modern investment vehicles, Rob is well-equipped to navigate today’s complex financial landscape. His commitment to client education and empowerment sets him apart as a trusted advisor.
Outside the office, Rob enjoys an active lifestyle. In his free time, he plays tennis with his girlfriend, spends quality time with his family, and stays physically active to maintain balance and energy.
Jeff Gerard
Transfer Department Manager
Jeff is a graduate of St. John’s University in Jamaica, NY. He has over 15 years of experience in the financial industry, including sales, investor relations, and operations. He is the director of the transfer department, in charge of the tracking of policies from the point of initial application until the policy is issued by the carrier.
Jeff resides in Stamford, CT where he enjoys spending time with his family. He is an avid sports fan and spends most of his spare time doing physical activities such as playing sports and weight training.
Danny Jimenez
Sales Advisory Specialist
Danny Jimenez is a vital support resource within his advisory, helping to ensure operations run seamlessly so advisors can stay focused on strengthening client relationships and driving results. With a strong reputation for reliability, attention to detail, and a solutions-oriented mindset, Danny plays a key behind-the-scenes role that contributes to the team’s overall efficiency and success.
Danny holds his Series 6 and Series 63 licenses, as well as a Life and Health Insurance License, allowing him to support a wide range of client service and compliance functions with professionalism and precision.
Outside of the office, Danny enjoys staying active—whether he’s on the pickleball court, out on the golf course, or spending quality time with friends and family.
Danielle Nicholas
Client Services Coordinator
Sam Moore
Director of Experiences
Sam is a University of Connecticut graduate with a diverse background in performing arts administration and digital marketing design. Over six years in arts administration and a decade of behind-the-scenes production experience have equipped her with exceptional project management, creative problem-solving, and communication skills.
Now focused on leveraging her expertise in marketing and communications, Sam specializes in crafting innovative strategies to drive engagement and streamline processes. She thrives in collaborative environments, bringing energy and precision to every project she undertakes.
Outside of work, Sam enjoys board games and quality time with her husband, her cat “Bub”, family and friends.
Heidi Gassel
Seminar Coordinator
Heidi came here after over a decade of owning a successful event planning business and managed all science materials for an award-winning non-profit environmental program that reaches over 3000 students each year. She volunteers in her spare time for the non-profit program as event coordinator, and at the food pantry.
Heidi lives in Fairfield with her loving husband, they have a recent college grad daughter and a son/junior in college. In her free time, Heidi enjoys playing Mah Jongg, movies, writing and relaxing with their two cats.
Reese Zadrozny
Educational Workshop Coordinator
Reese brings over 10 years of experience in sales, event planning, marketing, and education, along with a detail-oriented mindset and a commitment to structured, efficient processes. She thrives on cultivating meaningful connections with clients and takes pride in providing dependable, thoughtful support.
Reese is a valued member of the New Business Team at Strategies. She lives in Monroe, CT, with her husband and daughter. In her free time, she enjoys watching shows inspired by history and shows set in the Old West.
Reuben Lehrhaupt
Lead Software Engineer
Reuben Lehrhaupt graduated from Rensselaer Polytechnic Institute with a Bachelor of Science in Mechanical Engineering. After graduating, he worked for 5 years as a Senior Structural Engineer at Quest Global developing his programming and automation skillset.
With a background in Python, AWS, APIs, GUI development, JS, HTML, and CSS, Reuben builds custom backend and frontend software tools, websites, and workflows.
These customized tools aid our team, boost our CRM capabilities, and elevate our business.
Val Lynch
Executive Assistant
Val has a diverse background in administrative sales and marketing. With a keen eye for detail and a passion for organization, she is your go-to person for keeping things running smoothly. When she’s not conquering the world of admin tasks, you can find her on the sidelines watching her son compete, on a yoga mat or out in the woods with her black lab Sully.
Laura Damaschin
Administrative Assistant
Wendy Siconolfi
New Business Coordinator
Dave Brightman (AI)
Scheduling Coordinator
Dave Brightman is an Artificial Intelligence based scheduler who is here to help you coordinate and setup meetings with our licensed professionals.
