Our Team | Strasbaugh Financial Advisory Colorado Springs

Susan Hodges Strasbaugh,CFP®, EA, owner and principal of Strasbaugh Financial Advisory, Inc. 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 including positions as a Product Manager for Standard & Poor’s and as an Account Manager for the Financial Relations Board. His last position was Quality Assurance Manager with defense contractor RS Information Systems, Inc. He graduated in 1988 from the University of Wisconsin, Madison with degrees in History and Journalism.

Marti Bott, CFP ® is a Financial Planning Associate with Strasbaugh Financial Advisory, Inc. She is a Certified Financial Planner™ certificant and has extensive experience in the financial planning industry, most recently serving as a paraplanner for a fee-only firm.

Ms. Bott holds a Bachelor of Science degree, Marketing and International Business and a Master of Science degree in Family Financial Planning from Kansas State.

Jeremiah Erickson is a Financial Planning Associate with Strasbaugh Financial Advisory, Inc. He graduated from Judson University with a Bachelor of Arts Degree in Business Administration. He also earned a Master of Business Administration degree from the University of Colorado and a Certificate in Financial Planning from Boston University. Jeremiah holds a Series 65 license.

Jeremiah brings a wealth of management experience to SFA having worked as an HR and Operations Manager for both Walmart and Target corporations.

Strasbaugh Financial Advisory, Inc. is proud to be a member of the following professional organizations:

The National Association of Personal Financial Planners is a group of fee-only planners who have passed rigorous certification standards and adhere to a fiduciary oath that requires members to put clients’ interests first.

The MD Preferred Financial Advisors Network offers physicians access to fee-only financial advisors who act strictly in a fiduciary capacity and have completed NAPFA’s application and review process.

The FPA is an organization of those financial planners who have subscribed to a comprehensive code of ethics. Members are fiduciaries who put their clients’ interests first and who provide a standard of high quality care.

The National Association of Tax Professionals serves professionals who work in all areas of tax practice. Members include individual practitioners, enrolled agents, accountants, CPAs, attorneys, and financial planners. Members adhere to a strict code of ethics and standards of professional conduct.

Members of the Alliance of Cambridge Advisors take a holistic approach in dealing with clients, helping them with their whole financial life including investments, retirement planning, insurance review, estate and tax planning and other issues. All members are fee-only.