Griffis Financial Planning Solutions

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Team

Mary Harris

Mary Harris

Client Service Manager,

Administrative Assistant

Qualifications

  • B.S. in Psychology

Roles & Responsibilities

  • Mary helps manage the practice from our St. Joseph office. She has worked with us in a part-time capacity in the past, but joined the team full time in 2017.
  • When you call the St. Joseph office, it will likely be Mary who answers. She schedules meetings, preps meeting files, and composes our summary letters - as well as many other tasks.
  • Mary enjoys spending time with her husband and two sons. They especially enjoy camping on the weekends.
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Erin Bradley

Erin Bradley

Financial Planning Assistant,

Marketing Specialist

Qualifications

  • B.S. in Business Administration, Emphasis: Finance

Roles & Responsibilities

  • Erin helps manage the practice from our St. Joseph office. She has been with us since May 2006 when she began as a college intern.
  • Erin manages the marketing and client acquisition efforts in our office. This includes the practice's website, social media, and client events.
  • Erin enjoys spending time with her husband and toddler boy (who keeps them very busy)!
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