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 PlannerTM 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 currently serves on the Board of Directors of Shenandoah Telecommunications, where he serves on the Audit Committee and Nominating and Corporate Governance 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 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. He joined the firm as an Associate in 2015, registered as an investment advisor representative, 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 on the Board of Directors for Bridgewater Retirement Community, The Salvation Army, and is Chair of Your Economic Success – YES (formerly Shenandoah Valley Economic Education, Inc). He is a member of the Rotary Club of Harrisonburg, and stays active in his church, Harrisonburg First Church of the Brethren, currently serving as Chair of the Finance Committee.
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 enjoys sailing on the Chesapeake Bay, hiking, cross country skiing, and home renovations.
Melissa Martin Mayhew, Partner
Melissa M. Mayhew joined Strategent Financial in 2018 as an Associate and was promoted to Partner in January of 2021. Melissa is a Certified Financial PlannerTM professional and a Certified Public Accountant (CPA) with a Master of Accounting Science degree from Northern Illinois University. She received a Bachelor of Arts from Dickinson College in 1995.
Melissa began her professional career as a legal assistant for large corporate law firms in New York City and Raleigh, North Carolina from 1995 to 1999. Her corporate real estate experience led her to the Housing Authority for the City of Raleigh, NC where as a Special Assistant to the Executive Director, her primary functions included monitoring and oversight of internal program compliance as well as preparation of financial projections and coordination of closings for multi-million dollar mixed-use, mixed-finance housing redevelopment projects.
When her husband’s job took their family to Illinois in 2008, Melissa decided to pursue a Master’ degree in Accounting to augment her practical experience in finance and accounting. Her husband’s job at JMU brought her back to the Harrisonburg area with her family in 2012. Upon her return, Melissa worked at the regional accounting firm, PBMares, LLP. She most recently served as the Chief Financial Officer of The Community Foundation of Harrisonburg and Rockingham County.
Melissa is active in the community and is currently dedicating her volunteer time to assisting as needed with school and sports activities at her children’s schools and clubs. Previously, she served a two-year term as treasurer of the Peakview Elementary PTA. She also served on the advisory council for Farmers & Merchants bank and as a board member and treasurer for New Bridges Immigrant Resource Center.
She is a native of the Shenandoah Valley and enjoys running with friends, outdoor activities, and spending time with her husband, Fred, and two children, Miles and Sadie.
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 yoga.
Caleb A. Snider, Finance Assistant
Caleb A. Snider joined Strategent Financial in 2020 as a Finance Assistant. He graduated from Marshall University with a Bachelor of Business Administration in Economics and Finance. After graduating from Marshall, Caleb worked briefly in retail banking before joining Strategent’s team.
Caleb is from the small town of Rural Retreat in southwest Virginia. He moved to the Shenandoah Valley after getting married in late 2020 and is looking forward to making the area his new home. He enjoys spending time with his wife, Jordan, being outdoors, golfing, and playing guitar in his church’s worship band.