Gratium Wealth Planning

Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.


Advisors

Advisor photo for Alan R Frisher

Alan R Frisher

ChFC®, CLU®, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Visit Alan R Frisher's website
Advisor photo for Brandon R Jorge

Brandon R Jorge

MBA, AIF®

Financial Advisor

Visit Brandon R Jorge's website
Advisor photo for Brent Powers

Brent Powers

Financial Advisor

Visit Brent Powers's website
Advisor photo for Britt Barr

Britt Barr

Financial Advisor

Visit Britt Barr's website
Advisor photo for Christopher D'Andrea Jr

Christopher D'Andrea Jr

Financial Advisor

Visit Christopher D'Andrea Jr's website
Advisor photo for Danny Bass

Danny Bass

RICP®, APMA®

Financial Advisor

Retirement Income Certified Professional®
Visit Danny Bass's website
Advisor photo for David Thompson

David Thompson

CFP®, CFA®

Financial Advisor

Chartered Financial Analyst®
Visit David Thompson's website
Advisor photo for Destiny Kunzig Lozano

Destiny Kunzig Lozano

BFA

Financial Advisor

Visit Destiny Kunzig Lozano's website
Advisor photo for Don Acosta

Don Acosta

Financial Advisor

Visit Don Acosta's website
Advisor photo for Edward M Buenaga

Edward M Buenaga

Financial Advisor

Visit Edward M Buenaga's website
Advisor photo for Ed Donner

Ed Donner

CFP®, CPWA®

Financial Advisor

Managing Partner of Gratium Wealth Planning
Visit Ed Donner's website
Advisor photo for Elizabeth Lane

Elizabeth Lane

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Elizabeth Lane's website
Advisor photo for Graham Edwards

Graham Edwards

Financial Advisor

Franchise Owner
Visit Graham Edwards's website
Advisor photo for Jarrod Shoemaker

Jarrod Shoemaker

CFP®, BFA, APMA®

Financial Advisor

Visit Jarrod Shoemaker's website
Advisor photo for Jess Cook

Jess Cook

BFA

Financial Advisor

Financial Planning Specialist
Visit Jess Cook's website
Advisor photo for John Joseph Lomba

John Joseph Lomba

ChFC®, APMA®, CRPS, CMFC

Financial Advisor

Managing Partner of Gratium Wealth Planning
Visit John Joseph Lomba's website
Advisor photo for Keith Kunzig

Keith Kunzig

Financial Advisor

Visit Keith Kunzig's website
Advisor photo for Kris Kasturi

Kris Kasturi

CRPC, APMA®

Private Wealth Advisor

Co-Founder of Gratium Wealth Planning
Visit Kris Kasturi's website
Advisor photo for Larry J Woodruff Jr

Larry J Woodruff Jr

Financial Advisor

Visit Larry J Woodruff Jr's website
Advisor photo for Liesl Savage

Liesl Savage

MBA, CFP®, CDFA®

Financial Advisor

Visit Liesl Savage's website
Advisor photo for Marcus N Ford

Marcus N Ford

Financial Advisor

Visit Marcus N Ford's website
Advisor photo for Matthew Deckman

Matthew Deckman

CRPC, CMFC

Financial Advisor

Financial Planning Specialist
Visit Matthew Deckman's website
Advisor photo for Michael McCranie

Michael McCranie

CFP®, CKA®, AEP®, APMA®, CEPA®

Financial Advisor

Managing Partner of Gratium Wealth Planning
Visit Michael McCranie's website
Advisor photo for Paul Streeter

Paul Streeter

BFA, APMA®, AAMS®

Financial Advisor

Behavioral Financial Advisor
Visit Paul Streeter's website
Advisor photo for Richard Manankil

Richard Manankil

Financial Advisor

Visit Richard Manankil's website
Advisor photo for Staci W Leonard

Staci W Leonard

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Visit Staci W Leonard's website
Advisor photo for Tara J Showalter

Tara J Showalter

JD, CFP®, CRPC, APMA®

Financial Advisor

Managing Director of Gratium Wealth Planning
Visit Tara J Showalter's website
Advisor photo for Todd N Barrow

Todd N Barrow

Financial Advisor

Visit Todd N Barrow's website
Advisor photo for Tanner Murphy

Tanner Murphy

AWMA®

Associate Financial Advisor

Visit Tanner Murphy's website
Advisor photo for Denise McCauley

Denise McCauley

Financial Advisor

Visit Denise McCauley's website
Advisor photo for Francine S Stessel

Francine S Stessel

Financial Advisor

Visit Francine S Stessel's website
Advisor photo for Karen T Tiner

Karen T Tiner

CRPC

Financial Advisor

Visit Karen T Tiner's website
Advisor photo for Matt Dopira

Matt Dopira

Financial Advisor

Visit Matt Dopira's website
Advisor photo for Nick Menzies

Nick Menzies

Financial Advisor

Visit Nick Menzies's website

Steven M Tiner

Financial Advisor

Visit Steven M Tiner's website


Team

Bobby Pastor

Bobby Pastor

Office Manager

Brandy Boone

Brandy Boone

Data & Reporting Senior Director

DeAnne Gildred-Moritz

DeAnne Gildred-Moritz

Operations Manager

Hannah Simmons

Hannah Simmons

Client Service Coordinator

Anirudh Iyengar Mohan

Anirudh Iyengar Mohan

Financial Planning Specialist

Ayush Raminedi

Ayush Raminedi

Financial Planning Specialist

Benjamin Van Whitehouse

Benjamin Van Whitehouse

Financial Planning Assistant

Lauren Libengood

Lauren Libengood

Client Service Specialist

Seth Monroe

Financial Planning Specialist

Jennifer Keller

Jennifer Keller

Paraplanner

Qualifications

  • Series 7

View more
Kimberly Smith

Kimberly Smith

Client Service Specialist

Lillian Collazo

Lillian Collazo

Paraplanner

Linda Sperando

Linda Sperando

Client Service Manager

Rebecca King

Rebecca King

Paraplanner,

Operations Manager
Renee McCranie

Renee McCranie

Client Service Specialist

Rhonda Odle

Rhonda Odle

Client Service Specialist

Tristian Delage

Tristian Delage

Financial Planning Specialist,

Client Service Coordinator
Veronica Conner

Veronica Conner

Client Service Specialist

Chila Wendle

Chila Wendle

Client Service Specialist

Chris Wyrosdick

Chris Wyrosdick

Client Service Specialist