Dale S. Lam, President
Dale S. Lam is the founder and President of Strategent Financial, LLC. Dale has an extensive financial background and is a Certified Public Accountant (CPA) and a CERTIFIED FINANICIAL PLANNER™ professional. He is also a Personal Financial Specialist (PFS) through the American Institute of Certified Public Accountants. Dale was educated at the University of Virginia’s McIntire School of Commerce, where he graduated in the top 1% of his class with a Bachelors of Science in Commerce, with a concentration in accounting.
Dale began his accounting career in 1985 with Coopers & Lybrand (now PricewaterhouseCoopers) in Richmond, VA. Dale’s service specialties included auditing, tax and consulting for a broad array of clients in numerous industries, including manufacturing, real estate and financial services. Dale gained experience as a business owner and executive in the 1990’s with his co-ownership in Office Products, Inc. In addition to his financial expertise, Dale assisted with the strategic guidance and growth of the company, transitioning the business from a wholesale orientation towards a growing retail trade.
From 1997 to 2001, Dale served in several senior financial roles, including Chief Financial Officer, of WLR Foods, Inc., a publicly traded company with revenues of approximately $900 million annually. In that capacity, Dale had broad financial responsibilities, including SEC filings and investor relations. Upon the sale of WLR Foods, Dale joined ComSonics, Inc. in Harrisonburg, VA as its Vice President of Finance and Chief Financial Officer. As a senior member of the executive team, Dale assisted the company’s significant growth in profitability and value through the development and achievement of sound long term financial strategies. Dale also served on the ComSonics’ Board of Directors from 2001 to 2008, at which time he founded Strategent Financial.
Dale is active in his community, having served as President and a Board Member of the United Way of Harrisonburg and Rockingham County and as a Board Member of The Community Foundation of Harrisonburg and Rockingham County. He is a member of the Harrisonburg Rotary Club, an Elder in the First Presbyterian Church, and a member of the Advisory Board of the McIntire School of Commerce at the University of Virginia. In 2000, he was awarded the Financial Executive of the Year award by the Virginia Skyline chapter of the Institute of Management Accountants. He has been inducted into membership of the Raven Society at the University of Virginia for scholastic attainments and service to the University.
Dale lives in Harrisonburg with his wife, Wendy. They have three grown children: Heather, Andrew and Thomas. Dale enjoys sports, friends, family, and spending time at Smith Mountain Lake.
Abe J. Shearer, Partner
Abe J. Shearer is a Partner with Strategent Financial, LLC and is a CERTIFIED FINANICIAL PLANNER™ professional. He joined the firm as an Associate in 2015 and was promoted in 2018 to his current role. Abe began his professional career in 2006 in the financial services industry, primarily working in broker dealer regulatory compliance and supervision, while simultaneously attending James Madison University.
After graduating from the James Madison University College of Business with a Bachelor of Science in Economics in 2009, he worked full time in broker dealer regulatory compliance and within the financial services industry until 2011. Prior to joining the firm, Abe worked at a privately held company involved with commercial real estate, startup ventures, and mergers and acquisitions.
In addition to Abe’s private sector background, he served a four-year term on the Harrisonburg City Council, having been elected in November of 2012. In conjunction with his responsibilities in this role, he served on numerous boards, including the city’s Finance Committee, the Virginia Municipal League Finance Policy Committee, and the Central Shenandoah Planning District Commission.
Abe is active in the community, currently serving as Vice-Chair of the Board of Directors for Bridgewater Retirement Community. He formerly served as Chair of Your Economic Success – YES (previously known as Shenandoah Valley Economic Education, Inc), and Big Brothers Big Sisters of Harrisonburg-Rockingham County.
He received the Harrisonburg-Rockingham Chamber of Commerce Community Champion award for 2017, and in 2018 was named in the Shenandoah Valley Business Journal’s “Top 10 under 40” list of up-and-coming business leaders.
Abe is a native of Harrisonburg and lives in town with his wife, Lauren. He enjoys sailing on the Chesapeake Bay, hiking, cross country skiing, and home renovations.
Andrew S. Lam, Financial Advisor
Andrew S. Lam is a financial advisor with Strategent Financial, LLC. Andrew is a Chartered Financial Analyst® Charterholder and a CERTIFIED FINANICIAL PLANNER™ professional. He graduated with a Bachelor of Science degree in Commerce, with dual concentrations in Finance and Management, from the University of Virginia’s McIntire School of Commerce.
Upon graduation, Andrew joined Dimensional Fund Advisors, an institutional investment management company with over $500 billion in assets under management, as an associate in Charlotte, NC. His work encompassed advising financial advisors on investment strategies and allocations, supporting advisors with their messaging to clients, and assisting advisory firms with business development and strategy. In 2019, Andrew was promoted to Senior Associate and relocated to Dimensional’s headquarters in Austin, TX, where he was promoted to Regional Director in 2022.
Andrew is a native of the Shenandoah Valley and enjoys spending time with his wife Ellen (a physician assistant at the UVA hospital) and their 1-year-old daughter Addie, participating in outdoor activities (cycling is the latest), and rooting for UVA basketball.
Jillian G. Wise, Client Service Administrator
Jillian G. Wise joined Strategent Financial in 2011 and is the Client Service Administrator for the firm. She is a graduate of George Mason University in Fairfax, VA with a Bachelors degree in marketing from the school of business.
Jillian has a broad array of experiences in professional office services and management. Prior to joining Strategent, her work experience included experience in communications, real estate and mortgage lending, with over five years as a marketing director and office manager for a northern Virginia mortgage firm.
Jillian is a native of Rockingham County and lives in Harrisonburg, VA with her husband Kent and son Hayden. She enjoys spending time with her family, traveling with her family, a good novel, and health and fitness.
Megan L. Davidson, Administrative Assistant
Megan L. Davidson joined Strategent Financial in 2022 as an Administrative Assistant. Megan previously worked for a criminal defense law firm as a legal assistant for 7+ years and has additional experience in business administration.
Megan strives to be an active member in the community and enjoys serving as a volunteer. She serves on the board currently as the Sponsorship and Fundraiser Coordinator for Grottoes Community Little League and is an active member of the McGaheysville Elementary Parent-Teacher Organization.
Megan was born in the Shenandoah Valley; however, she did live in Asheville, NC in her adolescence for 7 years. She currently lives in Elkton, VA with her husband, Josh, and son, Bryce. She enjoys spending time with her family, reading thriller novels, and enjoying the outdoors.