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Our Team

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Sherri Kitzberger
Founder & CEO
CDFA

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Paige Gentile
Director of Operations

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McKayla Hajjar
Client Relationship Manager

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Beth Kotowski
Account & Distributions Supervisor

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Kate Clifton
Marketing & Finance Intern

Support, Operations & Compliance

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Kathryn Louttit, JD
Chief Compliance Officer
Stratos Wealth Partners

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Jacob Stewart
Chief Information Security Officer

Stratos Wealth Partners

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John Nichol, CFA®
Chief Investment Officer
Fundamentum Investment

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