Meet Our Team

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Joel Field, CFP®, CLU®, LUTCF® | Founder and Financial Planner

Joel M. Field III founded Field Financial Strategies as a boutique financial practice out of an overarching desire to help empower friends and clients to live life to its fullest and confidently pursue their goals, without worry about finances.

As a CERTIFIED FINANCIAL PLANNER®, Joel works extensively with business owners, professionals, entrepreneurs, and executives around the country. Joel’s trademarked Financial Empowerment ProcessSM is a comprehensive approach to developing tailored financial strategies that enable clients to work towards their financial goals. Joel is highly qualified to address the needs of clients in the areas of comprehensive financial planning, investment management, retirement planning, estate planning, insurance planning, and business planning.

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Samuel E. Strum, CFP®, ChFC® | Financial Planner

Samuel E. Strum (Sam) is a Financial Planner on the Field Financial Strategies, LLC advisory team. As a Financial Planner, Sam believes in empowering his clients to take ownership of their lives in pursuit of their goals and assisting them in achieving financial independence. His passion in this area developed when he worked in New York City’s Broadway theater industry. Working with artists and entertainment professionals, he realized that many lacked financial literacy and sought trustworthy financial guidance. In response, Sam pivoted to a career as a Financial Planner to provide financial direction to those working to achieve their financial goals. As a Financial Planner with Field Financial Strategies, LLC, Sam works with professionals, business owners, and successful creative individuals to evaluate their current situation and design a course to help them accomplish their goals.

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David Tucker, RICP® | Financial Planner

David Tucker is a Financial Planner on the Field Financial Strategies advisory team. A Texas native, David started his career in financial services in 2014 in Austin before moving to the Hudson Valley area just north of New York City. David assists clients with all areas of their financial planning, providing comprehensive support throughout each stage of their lives. Through advanced coursework, he has earned the designation of Retirement Income Certified Professional®. With this knowledge, he helps clients who are near or in retirement create plans to make sure their savings last, giving them greater peace of mind during retirement.

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Honors/Accomplishments
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Lisa Misuraca | Office Manager

Lisa returned to the workforce in 2011 after starting a family to work with Financial Planner Joel Field. Currently, she is the Office Manager for Field Financial Strategies.

Lisa graduated from the Indiana University Kelley School of Business with a B.S. in Business Management and Organizations. Prior to coming to work with Field Financial Strategies, Lisa had extensive professional experience in the fields of corporate Training and Development, International Human Resources, and Recruitment.

In her personal time, Lisa is raising four children, actively volunteering in her community, and enjoys traveling, and cooking. She is a member of the Columbus Mothers of Triplets group and an involved parishioner at St. Joan of Arc Catholic Church. She enjoys supporting her four children in their various sports activities.

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Nick Ardner | Registered Service Assistant

Nick Ardner is a Registered Service Assistant on the Field Financial Strategies, LLC team.

While born in Ohio, Nick went west to Laramie, Wyoming to study Biology with an emphasis in Molecular Genetics. Nick worked in the scientific community after graduation for almost 15 years, then transitioned into a career in financial services after seeing how insecure many people are when planning for the future.

Nick lives in Westerville, Ohio with his wife, Katrina, and his son, Frankie. Nick is an Assistant Coach at Worthington Kilbourne High School with the girls’ basketball program and has been coaching in Worthington for over 14 years. In addition to family and basketball, Nick loves to play most sports, but his favorite is golf. The Ardners attend New Life Church in Gahanna where Nick volunteers in the KidzLife ministry.

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Kara Davidson | Registered Service Assistant

Kara joined Field Financial Strategies in 2017. She graduated summa cum laude from Franklin University with Bachelors in Business Administration and Management. She has experience in management, office administration, human resources, and the retail industry.

Kara is married with three daughters and can be found on the sidelines of a soccer field or basketball court almost every weekend. Dancing, mowing the grass and other yardwork are some of her favorite things to do. She also loves to clean and take on organizational projects, as well as to travel and explore new places. In retirement, she hopes to become a sommelier and travel Europe.

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Traci Wisard | Executive Assistant

Traci joined Field Financial Strategies in the fall of 2021 after spending 20 years in the medical field focusing on education and insurance billing. She graduated with honors from Otterbein College with a degree in Organizational Communications.

A lifelong resident of Central Ohio, Traci loves being in the heart of it all and raising her two daughters with her husband, Jeff. If she’s not in a gymnasium or auditorium watching her girls, Traci enjoys reading in the hammock, hanging out on a patio with family and friends, volunteering with a local foster child organization and saddling up a horse as often as life allows.

Recognized by Forbes

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Joel Field - Forbes Best-In-State Financial Security Professionals, 2025

Joel M. Field III, CFP®, CLU®, LUTCF® has been named to the 2025 Forbes Best-in-State Financial Security Professionals list for New York - New York City.  This marks Joel’s fifth consecutive year receiving this recognition!  These honors reflect Joel’s continued commitment to delivering thoughtful financial planning, wealth management, and personalized guidance.

Sam Strum - Forbes Best-In-State Financial Security Professionals, 2025

Congratulations to Sam Strum for being named to the 2025 Forbes Best-in-State Financial Security Professionals list for Illinois - Chicago!  This is a well-deserved honor that highlights his dedication to helping clients achieve lasting financial security.

This recognition celebrates Sam’s expertise, integrity, and client-first approach—and reinforces our firm’s mission to deliver exceptional planning and guidance tailored to the unique goals of individuals, families, and business owners across the country.

Forbes Best-In-State Financial Security Professionals, 2024

We are thrilled to announce that Joel Field has once again been recognized by Forbes, in the Best-In-State Financial Professionals list for 2024. This fourth consecutive recognition by Forbes reflects Joel's dedication to excellence and commitment to providing outstanding service to his clients. We are incredibly proud of Joel for achieving this honor!

Forbes Best-In-State Financial Security Professionals, 2023

For the third consecutive year, Joel Field, our Founder, has been recognized by Forbes, securing the prominent #16 spot on the 2023 list of Top Financial Security Professionals. This prestigious accolade serves as a testament to Joel's unwavering commitment to his clients' financial security, as well as his exceptional expertise in the field. Congratulations to Joel on this well-deserved achievement!

Forbes Best-In-State Financial Security Professionals, 2022

Once again recognized for excellence among peers in his profession, Joel Field was ranked by Forbes as #20 on their 2022 Best-In-State Financial Security Professionals for his work in New York City! Joel is honored to be named to this prestigious list of the top professionals in the field.

Forbes Top 250 Financial Security Professionals, 2021

We are honored that our Founder, Joel Field, was named on the 2021 Forbes Top Financial Security Professionals list. This list includes financial professionals who protect their client’s assets through life insurance. Joel entered this industry to help his clients protect what matters most. So, to be recognized as one of only 250 professionals by Forbes validates all the work that he does for his clients. For additional details about the recognition, click here.

Data provided by SHOOK®Research, LLC. Data as of 12/31/24.

Source: Forbes.com (July, 2025).

Neither SHOOK nor Forbes receives any compensation in exchange for placement on its Top Financial Security Professional (FSP) rankings, which are determined independently (see methodology). FSP refers to professionals who are properly licensed to sell life insurance and annuities. FSPs may also hold other credentials and licenses which would allow them to offer investments and securities products through those licenses. Ranking algorithm is based on qualitative measures learned through telephone, virtual and in-person interviews to measure best practices, service models, planning services, team structures and expertise, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management, sales figures and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and these professionals rarely have audited performance reports. Individuals must carefully choose the right FSP for their own situation and perform their own due diligence. SHOOK’s research and rankings provide opinions; individuals must choose the right FSP based on their unique needs and circumstances. SHOOK’s research, rankings and opinions are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.