Stuart Murray
Owner, LPL Branch Manager, CFP® CRPC®
CA Insurance Lic. # 0B82545
Stuart Murray is a graduate of California State University, Chico, with a B.S. Degree in Business Administration. Stuart is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Practitioner, and also has the Chartered Retirement Planning Counselor (CRPC®) designation. Both of these accreditations are signs of his commitment and desire to be the best he can in the industry.
Stuart has over 14 years of experience as a financial advisor and enjoys educating and assisting people in the various stages of their lives. He specializes in advising individuals, families, and business owners who are planning for their retirement. His fundamental planning techniques, which include comprehensive financial planning and estate planning tools, help clients to protect their investments and provide financial security while pursuing their goals. Whether it’s providing a comfortable living, generating income for life, maintaining a particular lifestyle, or finding opportunities for your future, Stuart always has your interests first.
Through Stuart’s personalized approach, clients have the assurance of knowing that their financial future is being managed by an advisor that understands their specific needs. He is dedicated to exceeding client expectations by offering access to competitive products and services. His dedication to superior client service has also incorporated the use of this website and the internet as his way to provide the highest quality professional service and guidance.
Stuart enjoys being involved in the surrounding community and participates in local non-profit organizations. He is currently a member of the Chico Chamber of Commerce. He is also a past member and president of the Paradise Chamber of Commerce and past member of the North Valley Estate Planning Council. His interests outside of work include spending time with his wife and young daughters, golfing, skiing, working out, travel, and entertaining.
Jeff Kissiar
LPL Financial Advisor, CFS®
CA Insurance Lic. # OC80505
Jeff Kissiar received a B. S. Degree in Human Relations from Golden Gate University and a M.S. Degree in Human Resources Management from Webster University. Jeff also holds the Certified Funds Specialist (CFS®) designation. As a CFS®, Jeff is committed to providing his clients with the best advice and service in the industry.
Jeff has over 10 years of experience in financial services, helping individuals, families and businesses develop financial roadmaps to avoid investment mistakes. He works personally with clients to determine their financial goals and develop long-term strategies and solutions for each distinctive planning need. For the past several years, Jeff has specialized in retirement planning for clients in the education and medical communities.
Jeff entered the field after a successful career and retirement from the United States Air Force. He enjoys being involved in the Chico area, and participates in local community and non-profit organizations.
Jadie Carter
LPL Financial Advisor
CA Insurance Lic. # 0742528
Jadie Carter is an LPL Financial Advisor with Strategic Investment Chico. She is a graduate of California State University, San Jose, with a degree in Finance and Social Science. She also attended California State University, Long Beach, where she secured an Elementary Lifetime Teaching Credential.
Prior to moving to Northern California, Jadie was a Real Estate Broker and owned her own real estate office in Southern California. Upon moving to Northern California, Jadie began her career as a Financial Advisor, and has been an advisor for over 23 years, assisting clients in the North State and surrounding areas.
Jadie specializes in consulting for present investment needs, along with estate planning, and retirement planning needs. Jadie’s fundamental approach to investing begins with determining the client’s short and long term investment goals, and then she creates an investment strategy in achieving these goals, by providing sound investment advice. Given Jadie’s educational background, she makes sure to educate clients concerning their investment choices.
Jadie has been involved in numerous non-profit organizations in Chico, Paradise and the surrounding areas, and continues to support these communities.
Jadie’s specialized background as an educator, business owner, and now a Financial Advisor, provides her with a solid foundation in pursuing client’s present and future investment goals.
Anna Reynolds
Operations Coordinator
Anna Reynolds is a graduate of California State University, Chico, and holds a B.A. Degree in Public Administration. She has also completed coursework towards her M.P.A. Degree. She was raised in Chico, attended local schools, and graduated with honors from Mercy High School. While in college, Anna interned with the City of Chico, Finance Department. In this position she analyzed statewide and local budget information, performed clerical duties, and provided customer assistance for City programs. She is fluent in Spanish and active in local community service programs. Anna’s attention to detail, financial acumen, and enjoyment of helping others make her a wonderful addition to Strategic Investment Chico.
In her free time, Anna enjoys hiking with her husband Zeb, and their three dogs. She can also be found gardening, tending her koi pond, being entertained by her cat, and working on home improvement projects.
Sheila Murray
Marketing Coordinator
Sheila Murray handles marketing activities and office operations for Strategic Investment Chico. As a 20-year journalist and public relations professional, she coordinates client events, customer outreach and media relations for the firm. Sheila holds a degree in journalism and worked as a senior vice president for Fleishman-Hillard, the world’s largest public relations agency. She is also a freelance writer for magazines, newspapers , businesses and websites.
Sheila is also an active volunteer for Notre Dame School and the Chico chapter of Girls on the Run, a non-profit organization whose mission it is to use the power of running to prepare young girls for a lifetime of self-respect and healthy living.