Who We Are

<sup>Working with our team</sup>Who We Are

Working with our teamWho We Are

Finding the right financial advisor to manage your wealth may be one of the most important decisions you will make to safeguard your financial future.  At StrateFi, we believe the advisor-client relationship only thrives when it’s a good fit for both sides. Managing your wealth is more than being a fiduciary of your finances, it’s having a deep understanding of what matters to you so we can pursue your goals and objectives together.

The world of finance can be multilayered and complex, especially as your wealth continues to increase. Navigating it without a financial advisor can feel like you’re alone in a maze, unsure of what path to take. It doesn’t have to be this way. Working with our team of advisors, means you will have a financial advocate on your side.  We’re committed to guiding you through the financial terrain that is specific to you. There are many paths you can take to achieve financial independence and we’re here every step of the way.

Meet the Team

Our Name

We united the words, ‘Strategy’ and ‘Financial Independence’ to create a name that embodies the essence of our wealth management firm. Our name StrateFi represents our strategic approach, mission, and ultimate goal:  to help our clients achieve financial independence and live a life of their choosing.

Meet Our TeamGuiding you in your financial journey

We’re committed to guiding you through the financial terrain that is specific to you. There are many paths you can take to achieve financial independence and we’re here every step of the way.

Jason Sherr

Jason Sherr

MANAGING PARTNER

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Merrick Minh Nguyen

Merrick Minh Nguyen

MANAGING PARTNER

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Kim Burdeaux&#8211;Neal

Kim Burdeaux–Neal

DIRECTOR OF CLIENT RELATIONS

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<sup>How We Work</sup>Our Process

How We WorkOur Process

Every client has specific needs, goals, and objectives that are unique to their circumstance. We honor your vision by implementing our distinctive and proven approach, built on meticulous strategy and navigated with clear and thorough direction.

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With you every step of the way on your path to financial independence

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