Your Financial Future. Our Full Commitment.
At Strategic Wealth Advisors, we believe your financial journey deserves more than just investment advice—it deserves a trusted relationship, personalized guidance, and a team that is fully committed to your success.
What to Expect When You Work With Us
Seamless service, thoughtful guidance, and consistent communication.
When you work with us, you’re gaining access to a team of professionals dedicated to providing seamless service, thoughtful guidance, and consistent communication.
Jasen Hedrick
Managing Partner
Jasen brings more than 25 years of experience in financial and insurance services—and a deep commitment to personal, values-based advising. A graduate of Financial Peace University himself, he understands the power of financial transformation and knows how to help clients stay the course. As a Dave Ramsey SmartVestor Pro, Jasen believes your financial plan should be more than just numbers—it should reflect your goals, your values, and your vision for the future.
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As a trusted advisor and fiduciary, Jasen is passionate about serving his clients and supporting their financial needs through his vast knowledge of strategic planning with the use of Investment, Advisory, and Insurance related placement.
Jasen’s career has been focused on guiding clients throughout the investment lifecycle, paying unique attention to strategies that center around Asset Management, Managed Account Programs, diversified Stock placement, ETFs, and targeted insurance programs for income protection and estate preservation via Life Insurance Trust funding.
Jasen’s expertise in Life, Disability and Long-term care insurance uniquely positions him to support clients through even the most complicated estate planning. He has worked closely with clients and their families as they faced personal tragedies, helping them move forward with the knowledge that their wealth and legacy were protected. As a vetted Dave Ramsey SmartVestor Pro, Jasen is committed to educating and empowering clients to develop a plan to support their unique financial future.
Jasen takes great pride in bridging the gap between our clients and our strategic investment partners, to ensure clear communication and seamless collaboration, as we all work together to serve the best interests of our clients.
Jasen graduated cum laude from NC State (Go Pack!). He holds a FINRA Series 7, 63, and 65 securities licenses, as well as Life, Accident and Health, Long-term care, and Property and Casualty insurance licenses. Jasen has earned the Certification for Long-Term Care® designation and is a qualifying member of the Million Dollar Round Table (MRDT), The Premier Association of Financial Professionals®.
A native of Oregon, Jasen lives in Cary, North Carolina, with his wife, Shannon, and their three rescue dogs. He actively supports a number of regional and national charities including K9s for Warriors.
Jasen has partnered with the Dave Ramsey organization to become a SmartVestor Pro. To learn how he can support your financial journey, click here.
Harrison Pair
Advisor
Harrison is excited to be part of the Strategic Wealth Advisors team, where he has an opportunity to work directly with a variety of clients at different stages of their wealth management journey. As a fiduciary, Harrison is committed to helping clients achieve a personalized strategy that provides confidence while helping them achieve their long-term financial objectives. He is passionate about understanding each client’s unique challenges and finding solutions to meet their specific needs. He is most proud of the relationships he has built, the trust he has earned, and the financial transformations he has supported.
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Harrison graduated from Mississippi State University majoring in Business Administration with a concentration in Finance. He began his career at Fidelity Investments, where he obtained his Series 7 and 66 licenses and worked as a Workplace Planning Consultant.
Apart from his work, Harrison enjoys spending time outdoors, playing golf, cheering for the Mississippi State Bulldogs and NC State Wolfpack, and hanging out with his 5-year-old Labrador Retriever.
Kathy Lees
Operations Manager
As Operations Manager at Strategic Wealth Advisors, Kathy Lees is the steady, reliable force behind the scenes—coordinating the administrative and service side of the business so clients receive the support they need with care and efficiency. Kathy has been a trusted resource for members of the SWA team since 2008. She is known for her warmth, professionalism, and unwavering commitment to helping clients feel heard, valued, and well taken care of.
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With more than three decades of experience in customer service and insurance administration, Kathy brings both skill and heart to her role. Whether she’s helping clients update their accounts, tracking down paperwork, or making sure every detail is buttoned up, Kathy’s goal is always the same: to provide timely, considerate service that makes the client experience as smooth and stress-free as possible.
With strong family values, Kathy believes in treating every client like family—with patience, respect, and a desire to help however she can. Outside of work, you’ll often find her spending time with her two sons, daughter-in-law, and two beloved grandsons—cheering on NC State or enjoying a family gathering.
Jasen Hedrick
Managing Partner
Harrison Pair
Advisor
Kathy Lees
Operations Manager
“Jasen stood out because he listened to my views and didn’t push a one-size-fits-all strategy. He balances professional advice with my preferences.”
– Client, Independent Thinker
Build a plan aligned with what matters most to you.
We believe financial planning starts with connection. Our clients describe us as approachable, genuine, knowledgeable, and patient—and those qualities guide how we show up in every interaction.
We lead with listening and curiosity, taking the time to understand your values, your money mindset, and your vision for the future so we can build a plan aligned with what matters most to you.
Thinking about working with a SmartVestor?
To help you begin reflecting on your own journey, here are a few questions to consider as you think about working with a financial advisor:
“Jasen treats you like family. He’s honest, down-to-earth, and takes the time to explain things clearly. I’ve never felt pressured.”
– Client, Retirement-Ready
Educating and
Empowering Our Clients
We’re not here to simply manage your money—we’re here to empower you with the tools, knowledge, and support to take ownership of your financial journey.
Each member of our team brings a unique blend of experience, compassion, and expertise—but we all share one core belief: that informed clients make confident decisions. Our goal is to help you feel confident and capable, no matter your financial background. We’ll explain your options, answer your questions, and make sure you feel supported every step of the way.
Acting in Your Best Interest
As fiduciaries, we are committed to acting in your best interest—always. We are not here to sell you products. Our recommendations are based on your needs, not commissions or quotas. Our broad expertise—including insurance, retirement planning, estate planning, and more—allow us to support you with a holistic approach.
Growing With You
Working with us isn’t a one-time transaction—it’s an ongoing relationship. We stay connected through regular check-ins, proactive updates, and thoughtful touchpoints that evolve as your life and goals evolve.
“That advice didn’t benefit him, but it meant the world to me. I trust him completely, and I always feel like I’m talking to a friend, not just a financial advisor.”
– Client, Trust Seeker
“He even involved our children in the process and gave them tools to learn. That level of care and integrity is rare—and it’s why we continue to invest with him.”
– Client, Legacy Builder