Who We Are
Strategic Associates is a boutique tax strategy firm serving high-income earners, business owners, and professional athletes across the country. Backed by decades of combined expertise and thousands of successful case studies, we deliver advanced, compliant strategies designed to reduce tax exposure and protect generational wealth.
Years of combined experience
Millions of Dollars in ANNUAL Client Savings
Nationwide Client Reach & Advisor Network
Strategy Compliance Rate
Meet the Team
We’re a team of tax planning specialists who work alongside your trusted advisors-not instead of them. Whether you come to us through your CPA, financial advisor, or directly, our role is simple: deliver powerful tax strategies that integrate seamlessly with your broader financial plan.
Roger Roundy
CEO
Caden Gunnell
CRO | Strategy Consultant
Derek Miller
CMO | Strategy Consultant
Nic Bailey
Strategy Consultant
Gaje Ferguson
Strategy Consultant
Kyle Moore
Strategy Consultant
Jed Jensen
Strategy Consultant
Trey Crystal
Strategy Consultant
Todd Hendricks
Strategy Consultant
Annalyn Dickson
Director of Admin & Processing
Jill Gunnell
Executive Assistant
Whitney Watkins
Executive Assistant
Jae Roundy
Executive Assistant
KaeLee Grijalva
Executive Assistant
Brigham Bailey
Executive Assistant
Brock Taylor
Executive Assistant
Damian Dubon
Executive Assistant
Dax Fackrell
Executive Assistant
Luke Dickey
Executive Assistant
Bryce Genther
Executive Assistant
Mackay Roundy
Executive Assistant
Rachel Roundy
Administrative Assistant
Brooke Watkins
Administrative Assistant
Patrick Roundy
Business Integrator
Corbin Evans
Fund Manager
Cole Godfrey
Fund Manager
Matt Gunnell
CTO
Chase Thurgood
President Strategic Tax
Brevin Prince
Strategic Tax
A Focused Firm for Elevated Incomes
We don’t try to be everything to everyone. We exist for one reason: to help successful people keep more of what they earn.
What We Do
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We create advanced, IRS-compliant tax strategies
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Our team is built around a singular mission-delivering proven tax strategies that reduce liabilities, protect generational wealth, and create investable capital for the long term.
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We work seamlessly with your CPA, advisor, and attorney to ensure every move is strategic, legal, and completely aligned with your existing plan. No disruption-just real results.
How We're Different
Specialized
Focus
We don’t manage money or file taxes. We focus solely on high-impact tax mitigation
Collaborative
Approach
We coordinate with your advisory team to make sure everything fits-no conflicts, no silos
Proven
Results
Many clients see 5–7 figure savings while redirecting capital toward growth, protection, and legacy
Our Mission
is to empower high earners to increase control of their financial outcomes by eliminating excess tax erosion-and converting today’s savings into tomorrow’s legacy. We believe in planning that’s smart, legal, and built to last.