Where experience meets personalized service
We believe that every investor deserves knowledgeable self-directed IRA professionals and a dedicated team that goes above and beyond to deliver exceptional customer service. That’s how we’ve built our business, and it’s how we continue to earn the trust and business of investors nationwide.
Get To Know Our Executive Team
Meet Our Management & Leadership Team
Our fully-dedicated team ensures that every client receives exceptional customer service and support.
Director of Marketing
Client Services Manager
Operations Processing Manager
New Accounts/TOA Manager
New Investment & Purchase Manager
Operations Support Manager
Meet Our Relationship Managers
Relationship Manager Lead
Relationship Manager - Precious Metals
Meet our Business Development Team
Interested in using our services for your investors or investment platform? STRATA supports alternative investors, advisors and investment sponsors across the United States.
Serving Financial Professionals Nationwide
Serving Individual Investors Nationwide
As President, Kelli plays an integral role in developing the STRATA Trust Company corporate strategy while overseeing institutional sales and business development efforts. With over 28 years of experience in the self-directed retirement plan industry, she has extensive experience in institutional IRA custody and administration for direct investments and alternative assets. Prior to joining STRATA in 2009, Kelli served as Vice President of Sales and Business Development at Sterling Trust Company.
Kelli is actively involved in the retirement industry and an avid promoter of self-directed IRAs. She has served on the board of the Retirement Industry Trust Association (RITA) for over 17 years, including her former role as RITA President and Compliance Committee Chair. Kelli has written extensively about self-directed retirement plans, with articles published in REALTOR® Magazine, Texas REALTOR Magazine and INVEST Magazine. Kelli received her Bachelor of Business Administration degree in Marketing and Management from Baylor University in 1988.
Executive Vice President
As Executive Vice President, Jeff uses his 29 years of experience in the industry to consistently design and implement common-sense solutions for complicated issues. Providing IRA custodial services to the largest Investment Issuers, Product Sponsors, and Financial Advisors in the country, Jeff understands the value of institutional relationships and makes sure that every business decision is focused on win/win solutions for all parties involved.
Prior to joining STRATA Trust Company, Jeff served as Vice President of Operations with Sterling Trust Company and as Director of Directed Trustee Services for Equity Institutional. He understands the IRS complexities involved with combining alternative assets such as limited partnerships, limited liability companies, promissory notes, real estate, and precious metals into any type of Individual Retirement Account.
He has been involved in multiple account acquisitions from other custodians such as Trust Administration Services and Principal Financial Group. In addition, his involvement in multiple system conversions has provided him with a firm grasp of building out workflow systems, document repositories and implementing the principles of Lean Six Sigma. Jeff received his degree in Business Administration and Management from Baylor University.
Chief Financial Officer
Michele joined STRATA Trust Company in 2014 as CFO and has over 30 years of experience in the self-directed IRA services industry. In addition to financial reporting and analysis, she has overseen information technology and accounting teams throughout her career.
Prior to joining STRATA Trust Company, she served as Chief Financial Officer and Director for Sterling Trust Company. Michele is a Certified Public Accountant with a bachelor’s degree in accounting from The University of Texas at Austin.
Chief Technology Officer
Will Pascarella joined STRATA Trust Company in 2017 and serves as Chief Technology Officer. Will brings almost 15 years of experience in software implementation with expertise in designing and implementing content management and business process systems, primarily for clients in the financial services industry. Spending a large portion of that experience as a consultant has prepared Pascarella for the position’s demands for a Technologist capable of performing a variety of duties and responsibilities.
Since joining, Pascarella has consistently demonstrated his ability to design the STRATA technology roadmap and deliver against it. Will is responsible for leading the development team which implements software solutions to meet STRATA’s business objectives. He understands how to support all phases of the software development lifecycle both by overseeing the delivery team and as a member of the delivery team. His personal contributions include developing the company’s imaging and workflow system which supports over 50,000 workflow items a year.
Will holds a Bachelor of Science degree in Systems Engineering from the University of Virginia.
Vice President - Client Experience
Margaret McVan serves as Vice President of Client Experience for STRATA Trust Company. In this role, she oversees the end-to-end experience for current and future customers, including multi-faceted customer care strategies, operations, and implementation of new and innovative digital technologies. She is truly passionate about ensuring an excellent experience for more than 35,000 STRATA Trust Company customers at each touchpoint.
Margaret joined STRATA Trust in 2010 and has more than 21 years of leadership experience in the self-directed IRA and financial services industries. In addition to her extensive professional background, Margaret holds a Bachelor of Science degree in Business Administration, Management and Operations from Western Governors University.