Our Values: We value collaboration and working towards a common vision. We endeavor to provide assistance and support to one another by using our individual expertise and competency for the good of our clients and our office.
Chief Executive Officer/Chief Financial Officer, Executive Committee Member, co-founded Castleberry Financial Services Group, LLC with T. Jonathon Turner, President/Chief Operations Officer. Mr. Strell’s responsibilities include overseeing corporate strategy, wealth management, business development, and financial operations. Mr. Strell has an extensive financial services background that spans over three decades.
President/Chief Operations Officer, Executive Committee Member, co-founded Castleberry Financial Services Group, LLC with Norman M. Strell, Chief Executive Officer/Chief Financial Officer. Mr. Turner’s principal duties include overseeing the firm’s day-to-day operations, fiscal function, and overall performance. Mr. Turner’s responsibilities include managing operations, leading business and corporate development, wealth management, and directing strategic growth initiatives.
Ms. Strell’s responsibilities include day-to-day office management, accounts payable/receivable, setting up investor portals, investor insurance policies, ensuring compliance with statutory and regulatory requirements, ensuring that decisions of the managing partners are implemented, providing high-level support by conducting research, preparing statistical reports, and handling information requests.
As Sr. Executive Vice President/Director of Alternative Investments, Scott offers more than 35 years of experience in financial and fiduciary services. Mr. Strochak received his Bachelor of Business Administration from Emory University. Mr. Strochak also holds a Master of Business Administration from the Wharton School of the University of Pennsylvania.
We encourage independent thinking and reward initiative while providing services to help employees grow professionally. Our financial business platform and brand reputation provide a springboard to success in your career objectives.