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Strasbaugh Financial Advisory
- 8580 Scarborough Dr Ste 145
- Colorado Springs, Colorado
- 80920-7585
- Phone: 719.265.4600
- Website
Description
Susan Hodges Strasbaugh,CFP ®, EA, owner and principal of Strasbaugh Financial Advisory, Incorporated is a Certified Financial Planner (CFP) licensee with over 14 years experience advising individuals and small businesses. Ms. Strasbaugh graduated from the University of Southern California in 1986, with a degree in Business Administration. Ms. Strasbaugh is an Enrolled Agent (EA), licensed by the IRS. She was honored to be named by Mutual Funds Magazine as one of the top 100 financial advisors in the United States in 2002. Ms. Strasbaugh is a member of Cambridge Advisors , a national network of fee-only financial advisors committed to serving the financial planning needs of Middle-America and of NAPFA, the National Association of Personal Financial Advisors . Other professional affiliations include the FPA (Financial Planning Association) and NATP (National Association of Tax Professionals). Richard Strasbaugh is Vice President and Business Manager. He has been a corporate manager for several firms. His last position was Quality Assurance Manager with defense contractor RS Information Systems, Incorporated He graduated in 1988 from the University of Wisconsin, Madison with degrees in History and Journalism. Marti Bott is a Financial Planning Associate with Strasbaugh Financial Advisory, Incorporated She holds a Bachelor's of Science degree, Marketing and International Business and Master's of Science degree in Family Financial Planning from Kansas State. She has extensive experience in the financial planning industry, most recently serving as a paraplanner for a fee-only firm. Ms. Bott holds a Series 65 license. Donna Walstrom is the team's Executive Assistant. She graduated from the University of Baltimore with a bachelor's degree in Business Administration specializing in business management. During her career she has expanded and honed her skills to assist executives in a variety of business environments.