Meet Our Team

Nicholas J. Stroia

CEO & Wealth Management Consultant


Nick works with high net worth families and self-employed individuals; offering flexible, financial services based on trust, respect and measurable results.  As a part of his commitment to providing you quality service, he has formed strategic business alliances with several CPAs, banks, insurance agencies and attorneys in the Detroit area.

Nick holds series 7, series 62, series 65, AIF, and Life Health and Variable Contract licenses in several states.


Financial Service Professional/ CEO Stroia Securities Services, Inc.

March 1998 - Present

  • Wealth Management Services and Retirement Plans

Advisor/Manager at American Express Financial Advisors

March 1995 - November 1997

  • Advisor in group practice of 1,000 clients
  • First year training manager and sat on other veteran planners' practices to introduce financial plans
  • Earned multiple awards recognizing outstanding leadership and service activities
  • Completed the Investment College program

Agent at American Income Life

December 1993 - January 1995

  • Explained benefits to Union Employees and sold supplemental benefits to fill in gaps of coverage

Tax Preparer at Self-Employed (Special Projects)

December 1990 - April 1993

  • Prepared taxes for Individuals

Owner/ Legal Clerk at Downriver Legal Courier Services, Inc.

March 1983 - August 1988

  • Offered legal clerking services to small law firms on a fee bases so they didn't have to hire a full time clerk.  Our duties included but were not limited to starting lawsuits, opening up estates and entering orders with different courts in the Detroit area.  I hired and trained other students and managed this company.


University of Arizona, BA, Political Science, 1993


*Nick is a registered Representative of Sigma Financial Corporation



Michael Polgar

Wealth Management Consultant



Heather Stroia 

Insurance Agent 

Medicare | Individual | Group Benefits | Life Insurance | Annuities



Michelle Barbeito

Insurance Agent

Medicare | Individual | Group Benefits | Life Insurance | Annuities