Our Team
Financial planning is personal. Your goals, your family, your priorities, and the future you’re working toward are uniquely yours. That’s why we believe the right financial guidance starts with getting to know you.
At Strata Financial Group, our team is here to listen, answer your questions, and help you make confident decisions at every stage of life. With experience, thoughtful guidance, and a commitment to doing what’s right for you, we’re here to help make the path forward feel a little clearer and a lot more secure.
We can help guide you there!
Salvatore Lauri
Managing Director & Financial Advisor
Matthew Mogil
Associate Director - Insurance
Barbara Lauri
Executive Director, Operations
Adrianna Lauri
Operations Specialist
Junior Associate
Vincent Long
Why Clients Choose Strata
We Put Clients First
Every recommendation begins with understanding your goals, concerns, and priorities—not selling products.
We Make Complex Decisions Simple
Whether you're comparing insurance plans, developing an investment strategy, or preparing for retirement, we help you understand your choices so you can move forward with confidence.
We Provide Comprehensive Solutions
Our combined expertise in wealth management, retirement planning, healthcare coverage, and insurance allows us to help clients make more coordinated and informed decisions.
We Care About the Outcome
Our clients are more than accounts or policies. They're individuals and families trusting us with some of life's most important decisions, and we take that responsibility seriously.
We Build Long-Term Relationships
Financial planning is not a one-time event. We provide ongoing support, regular reviews, and guidance as your life and goals evolve.