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
For over 34 years in the financial services industry, I have always prioritized my client’s needs, striving to provide them with well-informed, comprehensive, and objective advice.
Academically, I was fortunate to attend the University of Southern California and eventually complete my Bachelor of Science degree in Marketing at Ohio State University. This experience provided the foundation needed to build a successful business.
My career started in 1988 when I spent time at both John Hancock and Mass Mutual as a financial advisor. During this time, I obtained my Series 7 license and my insurance credentials. In the early '90s, I was grateful to earn my CERTIFIED FINANCIAL PLANNER™ certification, which furthered my understanding of financial planning and wealth management. This enabled me to deliver a well-rounded approach to investment and financial advising to clients.
Today, I have the privilege of working alongside a great team at Strata Financial Group LLC, serving as its CEO and Founding Partner since our inception in 1998. As one of the Senior Wealth Advisors, I am on the firm’s Investment Planning Committee, where collaborative discussions and strategic planning play a pivotal role in shaping our investment and financial strategies.
Throughout these years, my foremost goal has been simple: to be a reliable resource for clients, providing them with the knowledge and tools they need, while always acting with integrity and professionalism.
Beyond my professional endeavors, I'm also deeply rooted in my family life. My partner Lisa, an unwavering pillar of support, and I have been blessed with four incredible children. I enjoy all sports and I am an avid player of pickleball and golf whenever time permits.
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.
In addition to my unique knowledge of the tax planning side, I also possess the Personal Financial Specialist (PFS) certification. When combined with my Series 7, Series 63, and life & health insurance licenses, I've carved a niche in crafting financial strategies for high-net-worth individuals. This encompasses a spectrum of services from income distribution planning to intricate legacy, trust, and estate planning.
Along with 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-sized businesses.
For over three decades, I have had the honor of being an active member of both The Ohio Society of Certified Public Accountants and the American Institute of Certified Public Accountants. Since 1993, these esteemed associations have provided invaluable platforms for continuous learning, professional networking, and staying updated with the ever-evolving world of accountancy and financial planning.
I am a long-term resident of Avon, OH and you can find me at the gym working out, on the golf course, or riding my bike on the Metropark trails during my free time unless Ohio State football is on.
Since my entry into the finance industry in 2013, I've had the privilege to serve in various capacities, and today, I serve as president, Partner, and Wealth Advisor for Strata Financial Group, LLC. My foundational education at Ohio State University, where I graduated from the Fisher School of Business with a specialization in Investment Finance, was instrumental in shaping my attraction toward the field.
My hands-on experience, including roles as an Analyst in the Student Investment Management Program at the Ohio State University's Endowment Fund, Equity and Private Equity Research Associate positions with Cleveland Research Company and CityMark Capital, were incredibly enriching. Additionally launching a venture RCM Equities further expanded my grasp on business, investing, and real estate.
Equipped with Series 7 and 66 licenses, 1 of several thousand advisors nationally holding the Certified Private Wealth Advisor® certification with executive education done at Chicago Booth's prestigious business school, and Certified Plan Fiduciary Advisor® certification completed via membership with the American Retirement Associate, I am prepared to guide and collaborate with clients on multiple financial fronts. I have extensive experience and an affinity for advising and guiding small to medium-sized business owners, medical & dental professionals, and management-level employees. I'm ready to join forces if you have a tax planner or estate advisor. If you're still looking, we can find the right fit with our network resources.
Outside of work, 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. I enjoy participating in monthly community service with our Strata company initiatives and have served on the following boards: Goodwill of Lorain County and Bluestone Homeowners Cluster Association.
I know firsthand how busy life can get. Things tend to get pushed to the back burner. My job as your Wealth Advisor 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 who 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
Originating from Dublin, Ohio, I began my journey with the firm as an intern in May 2021 and transitioned to a full-time role in June 2022. Before this, I pursued my finance degree with a focus on financial analysis at the University of Massachusetts – Amherst. During my time at UMass, I dedicated myself to the Men's Lacrosse program, playing as a goalie for four years.
Upon joining the firm, I successfully cleared the SIE, Series 7, & Series 66 Exams, now holding the position of Associate Wealth Advisor. Beyond these securities qualifications, I also possess an Ohio Accident, Health, & Life Insurance License. My role involves collaborating with advisors to grasp clients' lifestyle aspirations and objectives, crafting financial strategies, supporting investment research, and managing data interactions with clients. I aspire to earn the Certified Financial Planner (CFP) designation in the upcoming years to enhance my capability to address clients' intricate financial scenarios.
My enthusiasm for this profession stems from a deep-rooted belief: meticulous planning today can pave the way for individuals and families to realize their financial aspirations tomorrow.
Outside of work, I'm passionate about running marathons and cherish moments with friends and family. I'm also a sports enthusiast, with a special fondness for the Cleveland Browns.
Director of Business Operations, Executive Assistant
Serving as the Director of Business Operations and an Executive Assistant at Strata Financial Group, LLC, I've been a dedicated member of the financial services industry since 2016, with almost all of that time devoted to the Strata Team. My credentials include a Life & Health insurance license and I'm proudly commissioned as a Notary Public in Ohio. I previously held a General Securities (Series 6) license. The Cleveland office feels like a second home to me, where I oversee the firm's business operations and also act as a key client service and support specialist.
Having called Northeast Ohio my home since 1997, I currently live in Amherst, Ohio, just a short drive west of Cleveland. When not at work, my husband, our two children, and our pair of dogs cherish our time outdoors. As an energetic family, we're frequently engaged in diverse extreme and alternative sports throughout the seasons.
Emily Dohnenko is not registered with Osaic Wealth, Inc.
Director of Marketing, Executive Assistant
As an executive assistant at Strata Financial Group, I take the lead on our marketing initiatives. My commitment is to ensure that our clients experience exceptional service. I achieve this by supporting our team in various tasks, aiming to enhance both our efficiency and precision.
I earned my Bachelor of Arts in Strategic Communications from the University of Central Oklahoma in 2019. Before joining Strata Financial Group, I served as a Regional Manager for multiple fitness franchise locations. This role honed my skills in customer relations, management, and business operations, and it further deepened my expertise in marketing and advertising.
In 2020, my husband and I made the decision to move from Oklahoma to the vibrant Cleveland area, and we've never looked back. We revel in outdoor activities, catching Guardians games, and exploring the myriad of local breweries, wineries, and the rich culinary delights of Ohio. We're overjoyed with the recent arrival of our baby girl in July 2023.
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.