Gratium Wealth Planning

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


Advisors

Amy Hayes

Financial Advisor

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James Evans

CRPC, APMA®

Private Wealth Advisor

Co-Founder of Gratium Wealth Planning
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Gerrilee Hartman

APMA®

Financial Advisor

Visit Gerrilee Hartman's website

David Van Geffen

Financial Advisor

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Team

Annette Bradley

Annette Bradley

Client Service Coordinator

Makari Henry

Makari Henry

Financial Planning Specialist

Tiffany Bradford

Tiffany Bradford

Operations Director,

Chief Operating Officer of Gratium Wealth Planning
Delaney Knight

Delaney Knight

Client Service Specialist