The Strata Team

Strata’s mission is to empower people to live happy and fulfilled lives by purposefully aligning their financial and life goals.

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
Client Service Associate
  • Efficient
  • Empathetic
  • Engaging