Our Team – Strata Wealth Advisors

23.11.09.Holiday Card Photo 2023

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

The Power of IQ Compounding®

Our team includes professionals in estate planning, asset protection, business owner and exit planning, tax reduction strategies, investment management, retirement planning, and insurance solutions.

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

Dusty Wallace, CFP^®, JD

President &
Director of Financial Planning

Mark Whidby, CFA

Chief Investment Officer

Vyoma Patel

Chief Compliance Officer &
Director of Operations

Brandon K. Cumba, CFP^®

Wealth Advisor

Daniel Becker, CFP^®

Wealth Advisor

Edward Meziere, CFP^®

Wealth Advisor

Abbey Caldwell, CFP^®

Wealth Advisor & Financial Planner

Micah Adams, CFP^®, CAP^®, AEP^®

Wealth Advisor

Amanda Sasko, CFP^®

Associate Financial Planner

Chris Patureau

Senior Client Service Associate

Ben Philips, CFP^®

Client Service Associate

Jodi Barse

Client Service Associate

Diego Patino

Client Service Associate

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