Joseph Grund & Associates

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Joseph Grund

Joseph Grund

Associate Manager

Managing Director
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David Holland

David Holland

Private Wealth Advisor

Managing Director
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Robert Mayer

Robert Mayer

Financial Advisor

Associate Vice President
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Ben Silberman

Ben Silberman

Financial Advisor

Vice President
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Travis Routt

Travis Routt

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
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Team

Dawn L. Sherwood

Dawn L. Sherwood

Registered Client Service Associate

Lori A. Fraraccio

Lori A. Fraraccio

Registered Client Service Associate