Sam Brownell (CVA, CFA, MBA) has been a financial professional since 2006 and formed Stratus Capital Management in July 2013 to provide goals-based investment management to individuals and small businesses. As the firm grew, an increasing number of small business clients, including members of purchasing cooperatives, sought Sam’s advice on their own business growth issues, including valuation, tax strategy, business continuity planning and succession planning. In 2019, Sam obtained the CVA certification from the National Association of Certified Valuators and Analysts (NACVA) in order to better serve his business clients.