Director of Information Technology
Director of Advisory Compliance
Kathy Louttit is the Chief Compliance Officer and Legal Counsel for the regulated entities within the Stratos family of companies. Kathy is responsible for leading the compliance programs for Stratos and providing legal advice on...
Director of Operations
Michael Beloff, CFP®, ChSNC®
Founding Partner, Wealth Advisor
Michael has over twenty years of financial services experience, enabling him to look at the complex issues facing families and small businesses from different perspectives to create strategies and tactics personalized for their...
Head of Financial Planning Operations
Pamela has over 20 years of experience in the financial services industry. Starting her career working as a registrar/paying agent with Michigan National Bank in Detroit progressing to a Trust Administrator within LaSalle...
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Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.