The Team

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.

Our Advisors

Bryan Grisak

Bryan Grisak

Private Wealth Advisor

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Designations

CFP®, APMA®, ChFC®

Top Areas of Focus

  • Investment Management
  • Saving for Education
  • Retirement Planning Strategies

Education

Bachelor of Science Degree--Finance, Miami University, 1999
CA Insurance #0L51264

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Joseph Shults

Joseph Shults

Financial Advisor

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Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Investments

Education

1999 BA, Eastern Kentucky University, Richmond KY, 2002 MA, Miami University, Oxford OH

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Our Staff

Carolyn Gillespie

Carolyn Gillespie

Client Concierge

Jessica Grisak

Jessica Grisak

Operations Director