Experience matters. Service makes the difference.

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.

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.

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.

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.

As Chief Operating Officer, Jamie Reed helps shape STRATA Trust Company’s corporate strategy, driving growth and ensuring operational excellence across the organization. A strategic-minded market leader with over 25 years of experience in the financial services industry, Jamie has a proven track record of building customer loyalty and fostering a strong corporate culture. Before joining STRATA in 2024, Jamie launched an RIA in Denver and led the integration of multiple acquisitions.

An active member of the Retirement Industry Trust Association (RITA), Jamie is committed to advancing industry best practices. Jamie earned an MBA from the Weatherhead School of Management at Case Western Reserve University in Cleveland, OH, and brings deep expertise across self-directed retirement plans, personal trust, wealth management, private banking, service delivery, and Lean Six Sigma practices.

As Vice President of Marketing and Communications, Dena is tasked with building a unified brand experience for STRATA Trust Company “STRATA”. Joining STRATA in 2019, she brings a rich education and 20+ years of hands-on experience spanning industries including Publishing, Real Estate, and Retail.

Creative, adaptable, and inspired by rapid change, Dena has repeatedly proven her ability to achieve ambitious standards. She excels at transforming the marketing functions of a business into tangible outcomes that deliver streamlined people, processes, and technology components in an omnichannel environment.

Oliver Nwofia serves as STRATA’s Vice President of Service Excellence, where he leads enterprise-wide initiatives to enhance operational performance and deliver an exceptional client experience. With more than 20 years of executive leadership across oil and gas, construction, healthcare, manufacturing, and financial services, Oliver brings extensive expertise in process improvement, enterprise strategy, and large-scale transformation.

He has consistently driven measurable results through the deployment of Lean Six Sigma programs, data-driven decision-making, and the development of high-performing teams.

Oliver holds an MBA from Northwestern University’s Kellogg School of Management and is a certified Project Management Professional (PMP) and Lean Six Sigma Master Black Belt. At STRATA, he fosters a culture of continuous improvement while scaling the organization’s people, systems, and service capabilities.