At Statherós Financial Solutions, we aim to be a resource in our community.
Our roots reach decades into the past and our expertise comes from experienced individuals that have been in this field since the early 80s. Each and every one of our team members share a passion for our mission to help. Our experience speaks for itself, but our relationships with our clients are the cornerstone to our success. It is in helping our clients reach their goals over the long term that we find our work to be most successful and gratifying.
Core Values
Selfless Service
Heart For Humanity
Culture Of Competence
Love to Live
We believe in the service of our clients’ interests before ours as an individual or as an entity.
We believe that people should be treated with respect with an underlying compassion for human decency.
We believe it is of utmost importance to know how to be exemplary at the service we provide, it is our desire to seek perfection of service, and if we fall short, we make the promise to learn and better ourselves at every inevitable misstep.
We have a culture that desires to work such that we can live - not the opposite. It is our passion to work hard so we can enjoy life - and love to live.
Jake Parsons, CFP® ChFC®
President and CEO
Kelly Roemers
Chief Financial Officer
Chief Compliance Officer
Stephen M. Ellenwood
Customer Relations
Bryan Gutierrez, CPFA®
Retirement Plan Advisor
Dan Gutierrez
Senior Advisor
Dave Roberts
Senior Advisor
Mike Roberts, AIF®
Advisor
Emilie Andres, CFP®
Financial Planner
Justin Waisner
Financial Planning Associate
Carrie Jacobstein
Executive Assistant/Client Services
Monica Huffer
Customer Relations Associate
Katie McNett
Client Services Associate
Caleb Hilliker
Business Development Associate