Holiday Closure: STRATA Trust Company will be closed on Thursday, November 26 and Friday, November 27, 2020,  in observance of the Thanksgiving holiday. We will resume normal business hours on Monday, November 30, 2020.

Meet the Team

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

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Kelli Click

President

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Jeff Thompson

Chief Operating Officer

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Michele Maruri

Chief Financial Officer

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Will Pascarella

Chief Technology Officer

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Anthony Carl

Vice President - Compliance & Risk Management

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Meet Our Management & Leadership Team

Our fully-dedicated team ensures that every client receives exceptional customer service and support.

Margaret McVan

Director of Client Experience

Sharon Filer

Director of Operations

Heidi Angelo

Compliance Manager

Kaitlyn Felan

Accounting Manager

Stacy Fikes

Client Services Manager

Crissy Forrester

Operations Processing Manager

Jennifer Jones

New Accounts/TOA Manager

Meet our Business Development Team

Interested in using our services for your investors or investment platform? STRATA supports alternative investors, advisors and investment sponsors nationwide.  

National/Regional Business Development

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Patrick Hagen

National Director of Business Development

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Dan Rupper

Regional Director of Business Development - Central

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Internal Business Development

Sidrah Sotelo

Internal Business Development Representative

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Kelli Click

President

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.

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Jeff Thompson

Chief Operating Officer

As Chief Operating Officer, 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.

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Michele Maruri

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.

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Will Pascarella

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.

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Anthony Carl

Vice President - Compliance & Risk Management

Anthony joined STRATA Trust Company in 2011 and is responsible for the company’s compliance and risk management program. He also serves as an Assistant BSA Officer, providing oversight of compliance with applicable BSA/AML, OFAC and CIP regulations.

Anthony began his 22-year career in the self-directed IRA industry in 1997 with Sterling Trust Company. During his tenure at Sterling, he became a member of the management team that helped grow the company into one of the premier self-directed IRA custodians in the country. He received his BA in English from Baylor University in 1997.

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Patrick Hagen

National Director of Business Development

Dan Rupper

Regional Director of Business Development - Central

Sidrah Sotelo

Internal Business Development Representative

See how STRATA can empower your investing potential.

Reach out to a self-directed IRA professional today to see how you can turn your investment ideas into a reality.

866-928-9394

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