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Our People

Meet Our Advisors

Each of our advisors seeks to offer a unique approach to clients. Click on each to learn more about their individual practices.

Mike Bornstein

Mike Bornstein
Aleksandar Glebov

Aleksandar Glebov
Simon Goldin

Simon Goldin

CFP®
Brian Henderson

Brian Henderson

PhD, CFA
Alexander Lashkari

Alexander Lashkari

AIF®, AIFA®
Sam Lee

Sam Lee
Michelle Mai

Michelle Mai
Kevin Messenger

Kevin Messenger
Serena Nguyen

Serena Nguyen
Russ Siadatian

Russ Siadatian
Richard Tso

Richard Tso
Josh Matyas

Josh Matyas

CFP®
Mark Mowrey
Greg Kaltenbach

Our Leadership

Meet the Owners

Learn more about Statera's leadership team:

Mark Mowrey

Chief Investment Officer

Greg Kaltenbach

Founder

History of the Firm

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Clarity. Discipline. Consistency.

A disciplined approach built for real-world circumstances, can help you stay invested, avoid costly mistakes and make meaningful progress toward your goals.

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