Retirement Announcement:

Mark Stratis

I’m excited to share some important news with you.

My move to Maverick Financial Strategies was a thoughtful decision—one made to create a stronger environment for serving you and to expand the resources available to support your financial goals. Just as meaningful to me, however, was the comfort of knowing that when the time came for my retirement, your accounts would be in trusted, capable hands.

Mark Stratis - Maverick Financial Strategies

When I first made the transition, my plan was to continue working for several more years. As the office settled in and found its rhythm, it gave me the opportunity to pause and reflect on the many relationships and friendships I’ve been fortunate to build throughout my career. With some
ongoing health and mobility challenges, I’ve decided that now is the right time to step back and begin this next chapter.

For more than eight years, I have had a thoughtful succession plan in place with my longtime partner and dear friend, Chuck Conrad. Chuck is someone I trust completely, both professionally and personally. You will continue to work with familiar faces and experience the same care, guidance, and attention you’ve always received.

I’m looking forward to focusing on my health, spending more time with my family, and enjoying the retirement I’ve worked so hard to achieve. While this transition is certainly a big change for me, I do so with gratitude and confidence, knowing my clients are well supported. My final day in the office will be February 28, 2026.

You may already recognize Chuck’s name from your account statements since the move to Maverick Financial Strategies. He looks forward to working closely with you and continuing to build a strong, lasting relationship. Please feel free to reach out with any questions at any time 216-353-2095. In the coming weeks, someone from Maverick Financial Strategies will also be in touch to walk you through what comes next.

Thank you for the trust you have placed in me over the years. It has truly been an honor to be part of your financial journey, and I am deeply grateful for the relationships we’ve built along the way.

With warm regards,

Mark Stratis