Sheffield Village Office
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.