Our Team
Lesley Batson
Financial Planner & Wealth Manager
Lesley Batson is a fiduciary, Independent Advisor Representative providing comprehensive financial planning and wealth management for business owners, executives, athletes, and others with high-income, high-complexity households.
Lesley grew up playing competitive sports from age 9 which helped her earn an NCAA Division I track scholarship to Southern Illinois University at Carbondale. She ran sprints and relays for 4 years. Immediately after, she accepted a graduate assistantship in Marketing for the Athletic Department where she worked while earning her MBA. Upon graduation she moved to Chicago where she lived and worked for 8 years before moving to Florida to escape the cold winters.
Lesley spent the first 20 years of her professional career in I.T. and business consulting roles at various Fortune 500 enterprises. In 2018, she started to feel the itch of doing more impactful work. She engaged a mentor in financial services. The more she learned and more people she served, the more confident was that she found a path to fulfillment. When her consulting contract ended in April 2020, just as the world shut down from the global pandemic, Lesley knew it was time to pursue her new passion full-time and help as many individuals and families as she could.
Lesley created 'My Purposeful Exit™, a framework for comprehensive planning. In recent years Lesley expanded her clientele to include business owners who have unique challenges. Lesley attained her securities license to expand the solutions she can provide for her clients. In 2026 she joined Statera Asset Management and is now implementing her process with both private and business clients.
Mark Mowrey, CFA
Chief Investment Officer
With a career in investment research and management spanning nearly two decades, Statera’s Chief Investment Officer, Mark Mowrey, brings a uniquely broad and relevant expertise to the firm. Graduated from the Wharton School of the University of Pennsylvania and holding the Chartered Financial Analyst® designation, his roles have ranged from financial journalism and sell-side equity research to the management of multi-billion-dollar investment portfolios.
Having endured several capital market cycles during his industry tenure, Mark has learned firsthand the power of a quantitative methodology, grounded in an approach that fosters continual learning, to impart a beneficial discipline to the investment process. He further believes candid, transparent reviews of investment methods and results nurtures the trust that is required for clients and colleagues to share in the team’s confidence in its work.
Catie Simmons
Director of Operations
Catie began her career with the firm in 2008 as an intern while she was working on her Bachelor of Arts at the University of California, Irvine. Upon graduation, she joined the firm in the capacity of Portfolio Administrator. In that role, she worked very closely with clients and their Financial Advisors, helping them with their setup and ongoing account maintenance.
In her current role as the Director of Portfolio Operations, she oversees an actively growing support team that assists advisors and their clients with the ongoing maintenance of their accounts.
Catie lives in Bakersfield, California. She enjoys spending time outdoors gardening, catching up with family and friends and reading a good book.
Lesley Batson is an Independent Advisor Representative providing comprehensive business planning, financial planning and wealth management for business owners, executives, and other high-income, high-complexity households.
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Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel.
Rebel Rock Wealth is a DBA of Signature Resources Capital Management. Signature Resources Capital Management is a U.S. Securities and Exchange Commission (SEC) registered investment advisor.