Rita Koch
Beginning her career in the brokerage industry, and having worked in financial service administration for over 30 years, Rita Koch has a depth of experience that compliments the needs of the Statera Financial Planners’ clients. Rita manages service issues and works closely with employee benefit plan clients, in addition to ensuring day-to-day business operations run efficiently. Rita is committed to quality and provides superior expert customer service.
As financial planners, we do not provide specific tax and legal advice. You should always consult your accountant and/or lawyer where necessary. Because of the many ways a strategy may be impacted when segmented, we prefer to communicate collectively with your external professionals to ensure that all recommendations and action plans are in the overall best interest of you, with your professionals working with common goals in mind.
You are never obligated to act on our recommendations of products, services, or advice.