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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!

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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.

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Sam Brownell

0 / 5

Goals‑Based Investment Management
Business Valuation, M&A & Succession Planning
Tax Strategy & Financial Planning for SMEs
Equity & Fixed‑Income Research (Structured Products)

Sam Brownell, CVA, CFA, MBA, has been a financial professional since 2006. He founded Stratus Capital Management in 2013, which grew into Stratus Wealth Advisors. Originally focused on investment management for individuals and small businesses, his work expanded to include business valuation, tax strategy, and M&A support. In 2019, he earned his CVA certification to better serve these clients.

Sam holds a BA in Economics from Loyola University Maryland and an MBA from the University of Maryland. He's a CFA Charterholder with experience in trading, research, and economic consulting. He enjoys swimming, fly fishing, and time with his family in Maryland.