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