Our Team

We've built our firm on lifelong relationships rooted in performance and trust.

Jocelyn Black

Financial Adviser

A seasoned financial advisor, Jocelyn Black is committed to the fiduciary standard while providing clients with a superior, full-service experience. Prior to joining Strategy Financial Group, Jocelyn was the owner of an independent, registered investment adviser in New Mexico, where she provided holistic, goals-based financial planning services to a wide range of clients. She also regularly conducted classes on a variety of financial topics for several large employers. Previously, Jocelyn oversaw multibillion-dollar group retirement plans in Arizona and managed a team of specialists focused on increasing employee plan participation and retirement readiness.

With over 17 years of experience in financial services, Jocelyn has achieved her Certified Retirement Counselor (CRC®) designation and is currently Series 65 and life and health insurance-licensed. A passionate missionary of financial education and empowerment, Jocelyn has been a guest financial expert on TV and radio, and has authored articles that have been featured on numerous financial media websites.

When she’s not working, Jocelyn is a dedicated mom of two children and two rescued mutts, and enjoys practicing hot yoga, meditation, hiking, camping, traveling, cooking and playing golf. She has been a proud supporter of All Faiths, a behavioral health organization that serves children and families in crisis, as well as the Alzheimer’s Association.

Have Questions for Strategy Financial Group?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future. By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

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*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.

Investment advice is offered through Strategy Financial Services LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.

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