Strata Financial Group, LLC was founded in 1998 by Anthony Campagni and Rino Romeo†. Our team-oriented approach and first-class customer service have been the centerpiece of our success, as we have grown to over $250 million in overall assets under management1. We have two office locations: Sheffield Village, OH serving the greater Cleveland area; and Dublin, OH serving the greater Columbus area. Although we are Ohio-based, we have clients throughout the United States that we enjoy serving virtually. Please reach out to any of our team members below if you are interested in learning more about Strata or if you have any questions for us.
Partner, Wealth Advisor
I am the Co-Founder, managing partner, and CEO of Strata Financial Group. As a Senior Wealth Advisor with over 30 years of experience in the financial services industry, I work with clients on their investment management and financial planning needs. I am responsible for servicing clients’ investment portfolios, including investment selection and asset allocation following their investment goals and objectives. I am also a member of the Strata Financial Group Investment Management Team.
Born and raised in Southern California, I attended the University of Southern California for a portion of my college career and spent the remainder of my time at Ohio State University and graduated with a Bachelor of Science Degree in Marketing. I started my career at John Hancock as an agent and registered representative. I also spent some time at Mass Mutual in a similar position. I obtained my CFPtm in 1994 and joined Harrington Asset Management as an Investment Advisor representative. In 1998 we started Strata Financial Group.
I currently reside in Dublin with my partner Lisa, my kids Gianna and Rino and I have two kids in college. In my spare time, I enjoy Golf, Pickleball, and traveling.
With over 30 years of experience in the financial services industry, I am a partner and the CFO of Strata Financial Group, LLC. As a Certified Public Accountant (CPA), I have spent 14 years in both public and private accounting firms as a tax advisor until I joined Strata Financial Group, LLC in 2002 to provide personalized financial guidance and advice to help individuals and families meet their financial goals and objectives. With my unique tax planning experience along with my Personal Financial Specialist (PFS) license, I specialize in financial planning for high-net-worth individuals, income distribution planning, legacy planning, and trust and estate planning.
In addition to individual and family planning, I also oversee the implementation of new business retirement plans and manage existing business retirement plans. These plans include defined benefit plans, 401(k) plans, and profit-sharing plans for small and medium-size businesses.
I am a long-term resident of Avon, OH and you can find me at the gym working out, on the golf course, or on the Metropark trails during my free time unless Ohio State football is on.
I am a separately Registered Representative with, and offer securities through, Royal Alliance Associates, Inc.
Professional Qualifications and Certifications
I am a Partner and Wealth Advisor at Strata Financial Group, LLC.
I have been in the industry since 2013, beginning with an internship at Strata while obtaining my undergraduate degree from The Ohio State University, with a specialization in Investment Finance via Fisher School of Business. During my time at Ohio State, I served as an Analyst for the student portion of their endowment fund, an Equity Research Associate with Cleveland Research Company, and a Private Equity Real Estate Analyst with CityMark Capital. I also owned and operated RCM Equities, a real estate holding company. After college, I obtained several insurance and securities licenses, as well as two designations, and ultimately landed my role at Strata. I am a Certified Plan Fiduciary Advisor ® with the National Association of Plan Advisers. Finally, I obtained the Certified Private Wealth Advisor® designation, which is an advanced financial planning program, done as Executive Education in conjunction with Chicago Booth Business School.
As a fiduciary, I work to look at your overall life plans, goals, and objectives and can manage your accounts toward these goals. I am also licensed as a broker and can offer additional insurance and product offerings. I can work with your tax planner and/or estate advisor as needed or can provide references to help fill in all planning needs. Additionally, I specialize for small to medium size businesses in the recommendation, implementation, and management of cash balance, 401K, & Profit-Sharing plans.
I am an active member of the community and serve as the Vice Chairman of the Board of Trustees for the Goodwill Board of Lorain County, as well as a member of the National Association of Plan Advisors, American Retirement Association, and Investments & Wealth Institute.
I reside proudly in the hometown where I grew up, Avon, OH. I enjoy spending my free time with my wife (Kenzie), son (Jackson), and our dog (Kona), traveling, exploring restaurants and real estate, and doing physical activities such as softball, basketball, and working out.
My name is Kyle and I am a Wealth Advisor with Strata Financial Group. I live in Avon, OH with my wife and two kids, so I know firsthand how busy life can get. Things tend to get pushed to the back burner. My job is to make sure your finances do not.
“I work with families and medical professionals to provide peace of mind and financial security – so you can focus on what matters most.”
My goal is to create and manage for you, a personalized, all-encompassing financial plan that will ultimately put you in the best possible position to meet all of your financial goals. I want to make sure you are not one of the majority of Americans that view finances as one of the biggest stressors in your life.
My love of finance started at a young age, and it grew into a passion during my time at Ohio State, where I studied Finance (and minored in Spanish). During that time, I also developed a passion for volunteering and helping those in need. After college, I spent five years working at an energy consulting firm, managing natural gas assets for some of the largest companies in the world, while also serving on the community service board. While the energy industry was interesting, it wasn’t where I saw myself ending up. I got pulled back into the finance world by an ambulance company looking for a Financial Analyst. After a year and a half of working directly with the President and COO to successfully improve the profitability of the company, my wife convinced me to take a risk – to see if I could combine my passions and make it my career.
As always, she was right.
I’ve been with Strata Financial Group since 2018 and I love what I do every single day. In order to best serve my clients, I maintain my Series 7 and Series 66 licenses and am a registered investment advisor representative. Additionally, I am a licensed insurance agent and notary public for the state of Ohio.
Besides being a Wealth Advisor and helping families achieve financial peace, I also enjoy writing the Strata Newsletter each month, as well as serving as Strata's Community Service Director. I am also a member of Strata's Investment Committee. Outside of work, my family and I enjoy playing sports together and rooting for all the Cleveland sports teams as well as the Buckeyes.
Associate Wealth Advisor
Born and raised in Dublin Ohio, I started with the firm in May of 2021 as an intern and joined full-time in June of 2022. Before joining Strata, I attended the University of Massachusetts – Amherst where I received a finance degree concentrating in financial analysis. While being a student at UMass I also was a member of the Men’s Lacrosse program for all four years as a goalie.
Since joining the firm, I have passed the SIE, Series 7, & Series 66 Exams to now serve as an Associate Wealth Advisor. In addition to obtaining my security designations, I hold my Ohio Accident, Health, & Life Insurance License. In this role, I work with advisors to understand client lifestyle needs and goals, prepare financial plans, assist with investment research, and facilitate data collection from clients. My goal is to sit for the Certified Financial Planner (CFP) within the next couple of years to gain a deeper understanding of financial planning to better assist clients with complex situations.
I am passionate about my career because I firmly believe that objective-based planning today will provide individuals and families the opportunity to achieve their personal financial goals for the future.
In my spare time, I enjoy competing in marathons, spending time with friends & family, as well as watching sports, specifically the Cleveland Browns.
Director of Business Operations, Executive Assistant
I am the Director of Business Operations as well as an Executive Assistant at Strata Financial Group, LLC. I have been in the financial services industry since 2016 and have been a part of the Strata Team for almost nearly as long. I am Life & Health insurance licensed, hold a General Securities license (Series 6), and am also a commissioned Notary Public in the state of Ohio. The Cleveland office is my second home, and it is from here that I handle the general business operations for our firm. Additionally, I am one of our client service and support specialists.
I have been a resident of Northeast Ohio since 1997. I currently reside about 30 minutes West of Cleveland in Amherst, Ohio. Outside of work, my husband and our two children enjoy spending time outdoors with our two dogs. We are a very active family and can often be found participating in seasonal extreme and alternative sports year-round.
Emily Dohnenko is not registered with Royal Alliance Associates, Inc.
Director of Marketing, Executive Assistant
I am an executive assistant at Strata Financial Group, and I oversee the marketing initiatives for the firm. My goal is to ensure clients receive top-notch service by assisting team members with a wide range of tasks to improve efficiency and accuracy.
In 2019 I received a Bachelor of Arts degree in Strategic Communications from the University of Central Oklahoma. Prior to beginning my role at Strata Financial Group, I was a Regional Manager for 2-3 fitness franchise locations where I had the opportunity to develop my customer relations, managerial, and business operations skills, along with expanding my marketing and advertising knowledge.
My husband and I relocated to the Cleveland area in 2020 from Oklahoma and cannot picture ourselves anywhere else! We love to be outdoors, Guardians games, and enjoy the local breweries, wineries, and great food scene in OH. Our family will be growing in July 2023 with our first baby girl.
Rino Romeo (3/15/1966 - 2/25/2019)
As a founding partner and co-owner of Strata Financial Group, Rino played an instrumental role in shaping the company that we are today. Throughout his career, his unmatched work ethic and calming demeanor helped so many of his clients reach their financial and retirement goals. His legacy will forever be a part of Strata Financial Group as we continue to grow. Rino changed peoples’ lives, which is what we are striving to do every single day.