Organization Overview

Stratus provides goals-based succession planning, business valuation, and investment management to individuals, families, and independent business owners with a focus on the building materials industry. The team at Stratus pride themselves on giving objective advice to business owners and focusing on keeping independent dealers operating independently post-ownership transition.
Sam Brownell
Sam Brownell CFA, CVA Founder/Owner
Amanda Monschein Financial Advisor
BMSA Logo Associate Member

Associate Member Service Type
Financial Services