Strategic Advocates

Strategic Advocates

Strategic Advocates was established in 2020 and operates from Logan, Utah as a Registered Investment Adviser. The firm's client-facing unit, the Mickelson-Jenkins Team led by financial advisors John Mickelson and Patrick Jenkins, serves individuals, high-net-worth families, charitable organizations, and businesses. Its wealth-origin context is not publicly disclosed. The practice delivers coordinated financial planning rather than discrete product sales. Advisors aim to integrate a client's investment allocation with income planning, tax positioning, insurance coverage, and estate design. Clients receive portfolio management alongside access to internal or external tax and legal professionals. The geographic footprint is concentrated in the greater Logan, Utah area. The firm does not publicly disclose fund structures, direct co-investments, or named portfolio holdings. The Mickelson-Jenkins Team lists seven professionals — two financial advisors and a five-person client-service group including Nicole Varick, Hannah Fox, Sheri Stanko, Michelle Berntson, and Ryan Jeppson. In 2025, the practice partnered with Wealth Enhancement, a large RIA consolidator (per the firm's website). The move gives the Logan team access to Wealth Enhancement's broader investment, technology, and planning infrastructure while retaining its local client relationships. Strategic Advocates differs from a standalone family office or institutional asset manager. It functions as a local advisory team embedded within a national wealth-management platform. This structure pools back-office and investment-committee resources across many offices, a model that allows a small-market practice to offer services that typically require larger in-house staff — compliance, advanced planning, and centralized manager research — without bearing those fixed costs alone.