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 Financial Planner (CFP®). 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 currently serves on the Board of Directors of Shenandoah Telecommunications, where he serves as Chairman of the Audit Committee.
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 children, Heather, Andrew and Thomas. Dale enjoys sports, friends, family, and spending time at Smith Mountain Lake.
Abe J. Shearer, Associate
Abe J. Shearer joined Strategent Financial as an Associate in March of 2015 and is registered as an investment advisor representative with the firm. 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 Bachelors 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, from 2014 to 2015, 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 also 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 his community, currently serving on the Board of Directors for the Harrisonburg-Rockingham Free Clinic, the Salvation Army Advisory Board, and he is also a member of the Rotary Club of Harrisonburg. He is also active in his church, Harrisonburg First Church of the Brethren, having served on the Church Board and as Chairman of the Finance Committee.
Abe is a native of Harrisonburg and enjoys sailing, hiking, cross country skiing, and home renovations.
Jillian G. Rodgers, Client Service Administrator
Jillian G. Rodgers 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 son, Hayden. She enjoys spending time with her family, traveling with her son, a good novel, and yoga.