Our Team
The People Behind the Perspective
At Statera, our team is united by a shared philosophy: thoughtful strategies begin with understanding. Our financial professionals and leadership bring together experience to work collaboratively to deliver clarity, structure, and confidence to the clients we serve. Behind every relationship is a team committed to listening first, guiding with intention, and supporting decisions that stand the test of time.
Greg Kaltenbach*, AIF®
Founder & Managing Partner
Tracy Langdon Fozdar
Chief Growth & Operations Officer
Alex Lashkari*, AIF®, AIFA®
Partner & Associate General Agent
Simon Goldin*, CFP®
Managing Director
Lonnie Murphy, MBA
Partner, Advanced Markets
Jeff Venuto*
Financial Services Executive
Samuel Lee*
Financial Services Executive
Aleks Glebov*
Financial Services Executive
Richard Tso*
Financial Services Professional
Serena Nguyen*
Financial Services Professional
Sebastian Guirea
Financial Services Professional
Kosta Anastasakis
Financial Services Professional
For Investors
Looking for Financial Guidance?
Whether you’re exploring your options or ready to take the next step, our team is here to help.
Protecting What You’ve Built
Interested in joining Statera?
We work with professionals who value independence, and a more thoughtful and balanced way to grow their business.
If you’re looking for the structure, support, and flexibility to build something meaningful—we should talk.
See how we can help bring clarity to life’s complexities.
Whether you’re preparing for growth, transition, or long-term security, Statera provides the structure and guidance to help you move forward with confidence.
