The Strata Leadership Team
We’re an organization of dedicated professionals with one mission:
To bring confidence and reassurance to our clients as we work with them to develop, manage and protect their life’s objectives through unbiased, cross-disciplinary advice, thorough and precise implementation, and high-quality personal service.
The Power of I.Q. Compounding®
Our team includes professionals in estate planning, business owner and succession planning, tax reduction strategies, investment planning, retirement planning, and insurance strategies.
Strata fosters a collegial atmosphere where team members pool their knowledge and collaborate to identify the best solutions for clients.
Founder & Chief Wealth Advisor
CFO & Director of Advisory Services
CCO & Director of Operations