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.

Chief Compliance Officer &
Director of Operations
  • Diligent
  • Analytical
  • Politely Persistent