Meet Our Team

Michael typically works with a select group of executives, business owners, entrepreneurs as well as professionals from a variety of both small and large companies. His commitment, ongoing communication and enthusiasm are paramount in helping his valued clients achieve their financial goals.

Michael’s career in the financial services industry started over 18 year ago.  He is a member and has served on the board of the Southwestern CT chapter of the National Association of Insurance and Financial Advisors.

Michael is a graduate of the University of New Haven with a BS in Business Administration with a minor in Marketing and Economics. Michael holds the professional designation of Life Underwriters Training Council Fellow, LUTCF. In addition, he continues to stay abreast of the insurance and financial services industry trends by attending various training courses to help enhance his experience, knowledge, and business practice.

Michael resides in Monroe, CT, is married to his wife Jaclyn, and they have two beautiful little girls, Camille and Sophie and their newest addition, Michael Henry. Michael enjoys spending time with his family, summer trips to the Cape, football season and physical fitness.

His personalized approach and high level of client attention is paramount to helping his clients achieve their financial and wealth preservation goals.

Dan Nichols uses a dynamic approach to wealth building allowing his clients to potentially achieve more wealth, with the likelihood of higher incomes during retirement without requiring any additional out-of-pocket outlay² which helps to provide his diverse client base with security and peace of mind³.

Dan is one of the founding partners in Strategic Financial Group, LLC and typically works with a select group of executives, business owners, entrepreneurs as well as professionals from a variety of Fortune 500 companies.

Dan's career in the financial services industry spans over 25 years. He is a Life and Qualifying member of the Million Dollar Round Table1 (1998-present) and holds the professional designation of Life Underwriters Training Council Fellow, LUTCF.

Currently, Dan is the political involvement leader for the Southern CT general office of New York Life. In this role, Dan meets with members of congress and the senate to educate our legislators on the importance of the industry and how it serves the people and their constitutes.

Dan enjoys spending time with his wife Tracy, and their two young children where together they share their passion for snow skiing in Vermont. He loves golfing, biking, football season, staying in shape, playing with his kids and dinners with family and friends.

For the past 11 years and currently Amar has grown his firm, Bellara & Associates L.L.C. organically where he’s become a sought out planner regarding Employee & Group benefits, Medicare & Healthcare planning. He looks to bring his background and experiences in these areas to Strategic Financial Group.

Growing up as an avid Soccer player and a current enthusiast of the game, post his youth, collegiate, & amateur career with the Sport, while growing his Financial Services & Planning practice Amar has been dedicated the past 11 years to serving the community that raised him and has coached throughout various Travel, Premier & Olympic Development clubs throughout the state of CT. He currently serves as the Head Coach of the 2004/05 SoccerViza FC Boys club with a mission to help give desiring and deserving elite players a chance to compete professionally around the world. Amar is Married to his lovely wife Kristi and have recently resided in Woodbridge, CT where they look to raise a soccer team one day.

The hallmark of Robyn’s methodologies takes a comprehensive and holistic approach to creating a financial synergy that “starts with the end in mind” and backs into the strategies of how to achieve that picture. Her current clients are comprised of everyone from small business owners & executives to entrepreneurs and high net-worth individuals for whom she is an invaluable resource and a tireless advocate.

Ultimately Robyn employs thoughtful and conscientious strategies to help people accumulate money, protect it, and to distribute it in retirement without the fear of outliving it in addition to providing them with much needed protections. Her grandfather’s old adage that “it’s not what you earn but what you keep” remains a guiding principal of her core financial philosophies to this day. Robyn seeks to help clients to realize the time value of their money, to recognize that insurance is assurance and to provide sound investing advice as good fortune is the result of preparedness and opportunity more so than luck.

Robyn is a board member of the National Association of Insurance & Financial Advisors (NAIFA), a member of Women In Insurance & Financial Services (WIFS), and an active member of Rotary International where she is the both the Immediate Past President & a current board member of The Woodbridge Rotary Club.

Robyn is also an active member of Saint Barbara’s Greek Orthodox Church, a devoted mother of 3 children and an avid yoga practitioner. Additionally she has partnered with her father in what is a proud, combined, 80 year legacy.