Kelli Click

Kelli Click is the President of STRATA Investment Group. Kelli has over twenty years of experience in the financial industry, specializing in marketing, sales, and product development.

Prior to joining STRATA, Kelli was the VP of Marketing, Sales and Product Development at Sterling Trust Company. In this role, they oversaw the sales, marketing, promotion and product development for the company. During their time at Sterling Trust Company, the company's assets under custody grew from $750 MM to over $7 billion by specializing in the custody and administration of alternative and traditional investments in self-directed IRAs and retirement plans (401k's, defined benefit plans, etc.).

Kelli has a proven track record of success in the financial industry and is excited to bring their expertise to STRATA. Under their leadership, STRATA is sure to continue to grow and thrive.

Kelli Click received a BBA in Marketing and Management from Baylor University - Hankamer School of Business.

Some individuals on their team include Michele Maruri - CFO, Will Pascarella - CTO, and Stacy Fikes - Client Services Manager.