Our Team

How We Work

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Michael J. Lehrhaupt

CEO and President

(203) 372-4442


Since 1998, Michael J. Lehrhaupt, President and CEO of Strategies for Retirement, has been helping clients protect their assets and income due to risks they may face in retirement. Michael, along with his staff, are committed to...

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Laura Lehrhaupt

Operations Manager

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Laura graduated from S.I. Newhouse School of Public Communications at Syracuse University. She entered the workforce as a Sales Assistant for CBS Radio before starting a career in Children’s Theater. Laura served as the Education...

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Sharon Lucca

Financial Professional

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Sharon has been in the financial services industry for over 35 years, including 25 years in the Jumbo-Mortgage industry. Sharon coordinates and attends the educational dinner seminars throughout Connecticut, introducing individuals to...

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Doug Wisentaner

Financial Professional

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Doug is a graduate of Saint Anselm College in Manchester, New Hampshire. He has experience in the Financial Advising and Planning field. Doug enjoys building relationships with our wonderful clients. Doug enjoys spending time with...

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Sam Moore

Director of Experiences

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Sam comes to us with a background in performing arts administration and digital design for communications. With over 6 years in arts administration and 10 years of working behind the scenes for various productions with regional and...
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Anthony Pisani

Financial Professional



Anthony has been a financial advisor for 9 years focusing on retirement planning. His goal is to create a unique plan to help his client’s meet their retirement goals. Building relationships and helping to guide his clients...

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Jeff Gerard

Manager , Transfer Department



Jeff is a graduate of St. John’s University in Jamaica, NY. He has over 15 years of experience in the financial industry, including sales, investor relations, and operations. He is the director of the transfer department, in...
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Val Lynch

Administrative Assistant



Val has a diverse background in administrative sales and marketing. With a keen eye for detail and a passion for organization, she is your go-to person for keeping things running smoothly. When she's not conquering the world of...
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Candice Fuller

Administrative Sales Assistant



Candice Fuller is a dedicated and results-driven professional with a Bachelor's degree in Business Management and a proven background in customer service and real estate. Her mission as an Experiences Coordinator is to create memorable...
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Rachelle Sevrin

Account Manager


Rachelle is a graduate from Southern Connecticut State University.  Her primary responsibilities include account management and administrative tasks while providing exceptional customer service to our clients. In her...
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