775 Spartan Boulevard
Founding Partner, CEO, Financial Advisor
Steve Stravolo grew up in Spartanburg, SC, where he graduated from Wofford College in 1990 with a major in accounting. Then, he attended the University of South Carolina in Columbia, SC and graduated with a Master of Accountancy. Steve became a CPA in 1993 while working for the international accounting firm, Ernst & Young. In 1994, Steve and his wife Kim (also a CPA) founded the CPA firm Stravolo & Company, P.A. in Spartanburg, SC. They owned and operated their CPA firm for 16 years, providing tax planning and preparation services to individuals and businesses along with accounting and business advisory services.
In 2002, Steve founded Stravolo Wealth Management to provide the clients of their CPA firm access to comprehensive financial planning and investment management. In 2010, Steve and Kim sold their CPA firm so that Steve could focus 100% of his time on his wealth management clients. As CEO of the firm, his responsibilities include overseeing the investment function of the firm along with the financial planning function.
Partner, V.P., Financial Advisor
After graduating from Wofford College with a B.A. in Finance in 2014, William joined the Stravolo Wealth Management team full-time after interning throughout his senior year. After obtaining his insurance license and securities registrations (Series 7 and 66), he spent time learning the methods the firm uses for managing client portfolios as well as financial planning and client services.
In December of 2022, William became Certified in Social Security Claiming Strategies, adding the CSSCS designation. This allows him to help clients make a more informed Social Security timing decision and helps them understand the impact that decision has on their financial plan.
William became a partner in the firm on Jan 1, 2023. He is a member of the investment committee, and his responsibilities include investment research, portfolio management, and executing trades. He also spends time with clients going over the performance of their portfolios.
William is a financial advisor and a fiduciary. He must put our clients’ best interests first. He is well-versed in helping our clients plan for their financial future.
Don’t be surprised if William asks you about the vehicle you drive. He has a passion for cars and loves to talk about great drives and fun rides. He enjoys helping clients explore the automobile market when they are ready to purchase a new vehicle. William enjoys the outdoors, especially spending time at his family’s farm near St Matthews, SC, where he loves to hunt and fish with his family.
Client Services Associate
Kathryn began her new career with Stravolo Wealth Management in 2019. Previously, Kathryn taught kindergarten through eighth grade art in Iowa and Indiana, so in other words she significantly changed the direction of her career. She currently holds a bachelor’s degree from the University of Iowa and completed financial planning coursework through Bryant University in 2018.
Kathryn’s primary responsibilities include creating and updating financial plans for our clients. Her responsibilities also include participation in client meetings and client services. She continues to learn by participating in meetings and is on a path to obtain her Certified Financial Planner (“CFP”) designation.
Outside of work, she is raising two wonderful kids. Her family enjoys swimming, craft projects, hiking, camping, and reading.
Kayla Cromer is a native of Spartanburg, South Carolina. A few years after graduating from Converse College with a degree in Studio Art, she worked as an Art Instructor for the Boys and Girls Club of the Upstate. However, she wanted to make a change in her career, and in late March 2021, she joined Stravolo Wealth Management.
Her cheerful and sunny disposition was a perfect addition to the Stravolo team. Kayla’s various roles include greeting clients on the phone and in-person. She helps clients open new accounts as well as other client services. Recently, she used her creative expertise to give our website a fresh new look while also making it easier to navigate.
In her free time, she enjoys painting and writing fiction. She loves learning and improving her ability to understand and communicate in Spanish. In addition to that, Kayla is always in the mood for a good cup of coffee therefore she's always on the hunt for a new local cafe.
Jennifer is a native of Woodruff, South Carolina. She graduated from Charleston Southern with a bachelor’s degree and from the University of South Carolina Upstate with a master’s degree. She taught elementary school and middle school for 18 years and enjoyed sharing her love of science with her students.
In 2022, Jennifer decided it was time to make a change and begin a new career. She joined Stravolo Wealth Management in June of 2022. Her attention to detail and her ability to multi-task have made her a wonderful addition to the team. She is also well-versed in management and is very capable of seeing a project from start to finish.
Jennifer is married to Michael Giesick and they have an amazing son. When not in the office, Jennifer is actively involved with her son’s marching band and her mother’s catering business, Simply Shirley’s Catering and Cakes. She also loves her 2 dogs (Astro and Rowdy), a good book and many laughs with friends.
Chief Market Analyst
Dean Kasparian is one of the leading professionals experts in market analysis. His research and work as President of AIQ Systems led to the development of the first artificial intelligence-based trading software program. Dean has devoted over 20 years to the science and study of quantitative market analysis. Using proprietary systems and approaches to market strategies and tactical asset allocation, he has acquired and honed a unique blend of skills. Dean’s proven software development expertise, coupled with his experience in both trading and investing has given him a deep understanding of the financial marketplace. Areas of specialization include technical and fundamental market analysis, trading system development tools and group / sector analysis techniques.
*Dean Kasparian is not affiliated or registered with Cetera Advisor Networks LLC. Any information provided by Dean is in no way related to Cetera Advisor Networks LLC or its registered representatives.