The Team

Griffis Financial Planning Solutions
Do you ever wonder how you will generate income in retirement? Our practice is dedicated to helping clients formulate a strategy for retirement income that considers all their assets, savings, investments, Social Security and other potential income sources to help them be well prepared. Using our exclusive Confident Retirement® approach, our goal is to help clients build and protect their income during their working years and develop a distribution plan for retirement. Together we build confidence — for today and for tomorrow — so they can live the retirement they’ve earned and deserve.

Our Staff

Mary Harris

Mary Harris

Client Service Manager

Administrative Assistant
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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.
Aaron Nagel

Aaron Nagel

Paraplanner

Client Concierge
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Qualifications

  • Bachelor of Science from Missouri Western State University, majoring in Business Management and Marketing

Roles & Responsibilities

  • Aaron is responsible for gathering data and assists in writing our financial plans.
  • He also specializes in assisting clients with our online services, including the secure site and Total View.
Erin Bradley

Erin Bradley

Marketing Specialist

Event Planner
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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)!