Sam Brownell
Founder & Financial Advisor - Stratus Wealth Advisors
Sam Brownell, CVA, CFA, MBA has been a financial professional since 2006 and formed Stratus Capital Management in July 2013 to provide goals-based succession planning and financial management to independent business owners and their families. Sam's initial focus was the building materials industry, and that continues to be a major focus today. However, as the firm grew, an increasing number of independent business owners in related industries sought Sam’s advice on their short and long-term planning needs, including valuation, tax strategy, business continuity planning, and succession planning. In 2019, Sam obtained the CVA certification from the National Association of Certified Valuators and Analysts (NACVA) in order to better serve the valuation and succession planning needs of his independent business owner clients.