Strategy & Resources Llc
TRANSFORMATIVE INSIGHTS, REAL RESULTS Strategy & Resources LLC is a full-service independent consulting firm led by a team of innovative specialists and entrepreneurs, offering deep expertise within the Financial Services industry. We are well positioned to help our clients drive transformational change at a fast, but prudent pace, with limited risk, and maximum results. As a top executive, you are focused on running a great business while ensuring that the executive leadership team is aligned when it comes to generating your collective vision and goals. The C-Suite will always have a lot riding on the strategic decisions made. Core services fall into three distinct but complimentary categories: Strategic Consulting; Practice Management; Premier Support. Managing Partner Matt Lynch and the executive team specialize in working with financial services companies, focusing on corporate-level strategy, resource optimization and change management. Additional services include succession planning, M&A strategies and post-merger integration plans, board retreats and benchmarking studies. For more information, visit
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Dave Miller
Client Services Coordinator · Customer/Client Service
EmailPhone - JR
Joy Romage
Administrative Assistant · Operations
EmailPhone - ML
Matt Lynch
Managing Partner · General Business & Management
EmailPhone - MM
Marty Miller
Partner · General Business & Management
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