23.11.09.Holiday Card Photo 2023

The Strata Team

Strata’s mission is to build secure foundations for joyful living.

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.

Ken Painter, CFP^®

Founder &
Chief Executive Officer

Big Picture
Precise
Catalyst for Action

Dusty Wallace, CFP^®, JD

President &
Director of Financial Planning

Collaborative
Intellectually Curious
Evolution Minded

Mark Whidby, CFA

Chief Investment Officer

Creative
Opportunistic
Process Oriented

Vyoma Patel

Chief Compliance Officer &
Director of Operations

Diligent
Analytical
Politely Persistent

Brandon K. Cumba, CFP^®

Wealth Advisor

Highly Organized
Efficient
Details-oriented

Daniel Becker, CFP^®

Wealth Advisor

Astute
Multitasker
Engaging

Edward Meziere, CFP^®

Wealth Advisor

Resourceful
Engaging
Studious

Abbey Caldwell, CFP^®

Wealth Advisor & Financial Planner

Organized
Patient
Adaptable

Micah Adams, CFP^®, CAP^®

Wealth Advisor

Intellectually Curious
Empathetic
Collaborative

Amanda Sasko

Associate Financial Planner

Organized
Details-oriented
Determined

Chris Patureau

Senior Client Service Associate

Efficient
Diligent
Creative

Ben Philips, CFP^®

Client Service Associate

Efficient
Empathetic
Engaging

Diego Patino

Client Service Associate

Adaptable
Dynamic
Efficient

Laurie Clark

Executive Assistant

Organized
Engaging
Persistent

CONTACT STRATA

Strata Wealth Advisors, LLC
8750 North Central Expressway
Suite 1875
Dallas, TX 75231
Phone: (214) 420-7020
Fax: (214) 420-7030
info@stratawealth.com

LEGAL NOTICES

PROFESSIONAL AFFILIATIONS

© 2024 Strata Wealth Advisors, LLC