Gratium Wealth Planning

Advisors

Allan McClure

CFA®, CFP®, CEPA®

Financial Advisor

Visit Allan McClure's website

Danny Bass

RICP®, APMA

Financial Advisor

Visit Danny Bass's website


Team

Charlotte Elliott

Charlotte Elliott

Paraplanner

Patricia Woodard

Patricia Woodard

Client Service Coordinator

Andrew Martin

Andrew Martin

Intern

Makari Henry

Makari Henry

Financial Planning Specialist

Tiffany Shelton

Tiffany Shelton

Operations Director,

Chief Operating Officer of Gratium Wealth Planning