Grisak and Associates

Our goal is to help you feel educated, financially more confident and free to live the life you’ve always dreamed of. That’s why our team goes beyond the numbers and strives to understand your hopes, fears and dreams with regard to your money. We then put together a personalized, comprehensive financial plan with action steps toward pursuing your goals. Throughout the process, we take the time to educate you on the options so you can feel good about the choices you make and more confident you’re on the right path. We check in regularly to track progress, or provide strategies as life throws new challenges your way.


Advisors

Bryan Grisak, Private Wealth Advisor serving the Blue Ash, OH area - Ameriprise Advisors

Bryan Grisak

CFP®, BFA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Bryan Grisak's website
Joseph Shults, Financial Advisor serving the Blue Ash, OH area - Ameriprise Advisors

Joseph Shults

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Joseph Shults's website
Tim Kamp, Financial Advisor serving the Blue Ash, OH area - Ameriprise Advisors

Tim Kamp

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Tim Kamp's website

Team

Therese Shumate

Therese Shumate

Client Concierge

Jessica Grisak

Jessica Grisak

Operations Director