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Sojourn Financial Strategies, LLC formed as a merger of two independent financial planning and asset management firms: Landis Financial and Investment Services and Flury Financial Services, LLC. Sojourn's founders, Steve Landis and Jack Flury, bring extensive, varied and complementary backgrounds to their clients. They offer a broad level of expertise in all areas of financial planning and investment management.

Steven D. Landis, CFP®

Steve is a graduate of Ohio University (B.S., 1973) and The University of Cincinnati (M.S., 1977). Prior to becoming a financial planning professional, he worked for nine years in the field of Occupational and Environmental Health with: Union Carbide Corporation in Oak Ridge, TN, the U.S. Department of Labor, and Battelle Memorial Institute.
 
He has been in the practice of financial planning and investment management for more than twenty-six years. His experience as a financial advisor includes work with a large financial planning firm for six years. He has been in private practice, located in Columbus, Ohio, since 1988. Mr. Landis' practice focuses on the long-term planning and investment needs of middle- and upper-income clients and small businesses. Additionally, he actively manages client investments using technical analysis strategies that are designed to provide both market competitive returns and reduced market risk.
 
Steve was the 2004 - 2005 President of NAAIM (National Association of Active Investment Managers) an association of over 150 Investment Advisors who manage money, using technical analysis, on behalf of clients. He has been quoted in:
  • The Los Angeles Times
  • The Wall Street Journal
  • Investment Advisor magazine
  • Ignites.com
  • The Baltimore Sun
  • Active Trader magazine
  • Investment News
  • Fund Marketing Alert
  • The Journal of Financial Planning
  • SFO (Stocks, Futures & Options) magazine (authored articles in 2003, 2004, and 2005.)
  • Columbus CEO
Mr. Landis is a Certified Financial Planner® Practitioner (CFP), and a Principal Member of Sojourn Financial Strategies, LLC. He is a member of the Worthington Estate Planning Council and the National Association of Active Investment Managers.

Jack M. Flury, CFP®

Jack, a Certified Financial Planner (CFP®) and a Registered Health Underwriter (RHU), is a graduate of St. Martin's College (B.S., 1964). He spent over 30 years serving several life insurance companies in various senior actuarial capacities, including Chief Financial Officer and Vice-President of Product Development, prior to becoming a financial planning professional. He was a Fellow of the Society of Actuaries and a Member of the American Academy of Actuaries. He left the life insurance business in 1997 and formed, with his partner, a financial planning and investment management firm, later moving to his own firm, Flury Financial Services, LLC. He merged Flury Financial Services, LLC with Landis Financial and Investment Services to form Sojourn Financial Strategies, LLC, effective January 1, 2007. Jack retired at the end of 2008 but remains an integral part of the firm. We would like to thank Jack for his contributions over the years. Jack continues to remain an active advisor and board member to the firm and assists Sojourn Financial Strategies, LLC with his guidance and expertise.

Robert W. Bailey

Bob Bailey, a graduate of The Ohio State University with a degree in Financial Planning, joined our team over three years ago. Bob's primary responsibility is the analysis of client data and the preparation of financial analyses. He also schedules appointments, prepares statements, and is involved in many other critical duties. His attention to detail and dedication to understanding all components of the business and industry make Bob an important asset to Sojourn's team.