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Our People

Robert E. Fish
Chief Executive Officer

As CEO, Bob serves on Strategic Wealth Management Advisors Executive committee. Bob is responsible for the overall development and operations of the company. He has over Twenty-five years' experience in business succession, personal estate and wealth management planning for family-operated businesses and high net worth individuals. Bob's innovative solutions in these areas have earned him industry wide acclaim; and he is a frequent speaker on radio talk shows across the country.

Prior to Bob co-founding Strategic Wealth Management Advisors, Bob was a Senior Partner at The Creative Financial Group. During his tenure there, he served on their Board of Directors and on the Board of New England Financials leaders association.

Bob is a graduate of LaSalle University with a degree in Business Administration and a minor in finance. Bob resides in West Chester, Pennsylvania with his wife Kelley and their three children, Ariah, Bobby 
and Max




Anthony Falco
President

As President, Anthony serves on Strategic Wealth Management Advisors Executive committee and is responsible for the development of production strategies for the expansion of the company.  He has more than fifteen years experience integrating the multi-dimensional aspects of his clients’ financial complexities, specializing in the affluent and professional athlete markets. 

Prior to co-founding Strategic Wealth Management Advisors, LLC, Anthony worked at Creative Financial Group, one of the largest independent financial services companies in the Tri State area of Pennsylvania, New Jersey, and Delaware. 

Anthony is a graduate of James Madison University with a degree in Political Science.   Anthony lives in West Chester, Pennsylvania with his wife Keli and four sons, A.J., Jake, Ryan, and Luke.  He is actively involved with several charitable organizations including Ron Jaworski’s Youth Fund, N.F.L. Alumni Association and Liamslink.org.




James E. Pepperman, AIF®
Chief Financial Officer

Jim serves on the firm's Executive Committee as CFO and co-founder of Strategic Wealth Management Advisors, LLC. With over Eighteen years of experience, Jim is responsible for managing the financial risks of the company. He oversees the active management of all non-retirement investment portfolios for small and mid-sized, family-owned companies.  On the qualified retirement plan side, through SWMA’s wholly owned subsidiary, Omega Retirement Solutions, Jim is responsible for the due diligence, annual and bi-annual trustee meetings. 

Jim also serves as a Board of Director for the Interfaith Housing Assistance Corporation of Chester County, a non-profit corporation that assists single parents in finding affordable housing and provides mentoring so that they can become more independent. Due to Jim and the corporation's efforts, hundreds of single parents have been able to stay out of homeless shelters and find a clean and safe environment in which they can raise their children.

Jim graduated from Shippensburg University with a degree in Political Science with a minor in economics. Jim resides in Chester Springs, Pennsylvania with his wife Kim and four children, Jack, Lucy, Chase and Ryan.



Richard S. Chebookjian, AIF®
Vice President, Retirement Planning

Richard heads Strategic Wealth Management Advisor, LLC’s qualified retirement program through its wholly owned subsidiary, Omega Retirement Solutions.  Richard has been managing qualified plan money for businesses and individual portfolios for more than thirty years.  He oversees the investment programs at Omega Retirement Solutions, making certain each is reflective of the industries and companies they represent.

Richard graduated, magna cum laude, with a B.A. In Psychology from Dartmouth College, and holds an M.B.A. from Harvard Business School.  He is an Accredited Investment Fiduciary.









 
 
 

Securities offered through MCG Securities, LLC Member FINRA/SIPC.  Investment Advisory services offered through Bluestone Capital, LLC.
Bluestone Capital management, LLC, does not offer tax or legal advice.

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