Gratium Wealth Planning

Advisors

Advisor photo for Abby Santiago

Abby Santiago

CFP®, CLU®

Financial Advisor

Managing Partner of Gratium Wealth Planning
Visit Abby Santiago's website
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 Allan McClure

Allan McClure

CFP®, CFA®

Financial Advisor

Visit Allan McClure's website
Advisor photo for Brandon R Jorge

Brandon R Jorge

MBA

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 Cheryl M Burbano

Cheryl M Burbano

CFP®, MBA, Ph.D.

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Cheryl M Burbano'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 Cindy S Cornette

Cindy S Cornette

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Cindy S Cornette's website
Advisor photo for Danny Bass

Danny Bass

Financial Advisor

Visit Danny Bass's website
Advisor photo for David Thompson

David Thompson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Thompson's website
Advisor photo for David Van Geffen

David Van Geffen

Financial Advisor

Visit David Van Geffen's website
Advisor photo for Dennis E Lott Jr

Dennis E Lott Jr

BFA

Financial Advisor

Visit Dennis E Lott Jr's website
Advisor photo for Destiny Kunzig

Destiny Kunzig

Financial Advisor

Visit Destiny Kunzig's website
Advisor photo for Don Acosta

Don Acosta

Financial Advisor

Visit Don Acosta'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 Edward M Buenaga

Edward M Buenaga

Financial Advisor

Visit Edward M Buenaga's website
Advisor photo for Elizabeth Lane

Elizabeth Lane

CFP®, APMA

Financial Advisor

Visit Elizabeth Lane's website
Advisor photo for Eric Trawick

Eric Trawick

Financial Advisor

Visit Eric Trawick's website
Advisor photo for Graham Edwards

Graham Edwards

Financial Advisor

Franchise Owner
Visit Graham Edwards's website
Advisor photo for James Evans

James Evans

CRPC, APMA

Private Wealth Advisor

Co-Founder of Gratium Wealth Planning
Visit James Evans'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 A. Boudreaux

John A. Boudreaux

CFP®, APMA

Financial Advisor

Visit John A. Boudreaux'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 Kyle Champagne

Kyle Champagne

BFA, CRPC, APMA

Financial Advisor

Visit Kyle Champagne'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 Scott McCranie

Michael Scott McCranie

CFP®, CKA®, AEP®, APMA

Financial Advisor

Managing Partner of Gratium Wealth Planning
Visit Michael Scott McCranie's website
Advisor photo for Patrick Macabasco

Patrick Macabasco

Financial Advisor

Visit Patrick Macabasco'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 Stephens McVea

Stephens McVea

Financial Advisor

Visit Stephens McVea's website
Advisor photo for Tanner Murphy

Tanner Murphy

Associate Financial Advisor

Visit Tanner Murphy's website
Advisor photo for Tara J Showalter

Tara J Showalter

JD, CFP®, 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 Todd Shier

Todd Shier

Financial Advisor

Managing Partner of Gratium Wealth Planning
Visit Todd Shier's website
Advisor photo for Tracey Lovitz

Tracey Lovitz

CFP®

Financial Advisor

Visit Tracey Lovitz's website
Advisor photo for Vernon Moret

Vernon Moret

Financial Advisor

Visit Vernon Moret's website


Team

Annette Bradley

Annette Bradley

Client Service Coordinator

Bobby Pastor

Bobby Pastor

Office Manager

Brandy Boone

Brandy Boone

Paraplanner

Carrie Kahn

Carrie Kahn

Client Service Specialist

Charlotte Elliott

Charlotte Elliott

Paraplanner

DeAnne Gildred-Moritz

DeAnne Gildred-Moritz

Operations Manager

Hanna Mihm

Hanna Mihm

Client Service Specialist

Hannah Simmons

Hannah Simmons

Client Service Coordinator

Jennifer Keller

Jennifer Keller

Client Service Specialist

Kimberly Smith

Kimberly Smith

Client Service Specialist

Lillian Collazo

Lillian Collazo

Client Service Specialist

Linda Sperando

Linda Sperando

Client Service Manager

Michael Lovero

Michael Lovero

Financial Planning Analyst

Patricia Woodard

Patricia Woodard

Client Service Coordinator

Rebecca King

Rebecca King

Paraplanner,

Operations Manager
Renee McCranie

Renee McCranie

Client Service Specialist

Rhonda Odle

Rhonda Odle

Client Service Specialist

Tiffany Shelton

Tiffany Shelton

Operations Director

Tristian Delage

Tristian Delage

Financial Planning Specialist,

Client Service Coordinator
Veronica Conner

Veronica Conner

Client Service Specialist

Allison Irby Evans

Executive Assistant,

Marketing Manager

Brodrick Ottoson

Intern

Chila Wendle

Client Service Specialist

Chris Wyrosdick

Client Service Specialist

Cindy Downie

Client Service Specialist

Jacob Simms

Financial Planning Specialist

Jaya Kasturi

Intern

Morgan Oliver

Client Service Coordinator