Rita Koch is a valuable team member of Statera Financial Planners who manages service issues, works closely with employee benefit plan clients, and ensures the day-to-day business operations run efficiently. Rita is committed to quality and provides superior expert customer service and will be the cheerful voice you get most times you call into the office!

What got you into the financial industry?

• In 1978 I was hired by Jones Heward & Associates (Montreal) as a Cashier – they were a stockbrokerage firm…guess I was hooked ever since.

How long have you been in the industry?

• 45 years

What do you like most about this industry?

• The ability to help our clients achieve their goals.

What do you like most about Statera Financial Planners and the team?

• The camaraderie of the group and the diversity they bring to the clients.

How do you measure personal success?

• Very simply….happiness

What are your top three travel destinations?

• Costa Rica (not a surprise to most of our clients), Okanagan, New Orleans