The Team

Joseph Grund & Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Joseph Grund

Joseph Grund

Associate Manager

More about me...

Designations

CRPC®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Yale University, New Haven, CT, BA, Biology 1993
CA Insurance #0H12291

VISIT MY WEBSITE

David Holland

David Holland

Private Wealth Advisor

More about me...

Designations

CFP®, CFA, JD

Top Areas of Focus

  • Wealth Preservation Strategies
  • Investments
  • Estate Planning Strategies

Education

Hofstra University School of Law, Juris Doctorate, 1995, Yale University, Bachelor's of Economics, 1993, Long Beach High School, Valedictorian, 1989
CA Insurance #0H78302

VISIT MY WEBSITE

Robert Mayer

Robert Mayer

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Estate Planning Strategies

Education

B.S. Butler University

VISIT MY WEBSITE

Benjamin Jay Silberman

Benjamin Jay Silberman

Financial Advisor

More about me...

Designations

CIMA®, CPWA®

Top Areas of Focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies

Education

BSBA, Eastern Nazerene College, Boston MA, 1984, Electrical Engineering Associates, Community College of the Air Force, 1980
CA Insurance #0E22310

VISIT MY WEBSITE

Travis Routt

Travis Routt

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Education

Bachelor of Science in Finance from Florida State University, Bachelor of Science in Management from Florida State University

VISIT MY WEBSITE

Tony Ferro

Tony Ferro

Financial Advisor

More about me...

Designations

MBA, CRPC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Investments
  • Retirement Planning Strategies

Education

Iona College; Major in Psychology, Minor in Business, Nova University; Masters in Business Administration
CA Insurance #0H37575

VISIT MY WEBSITE

Our Staff

Dawn L. Sherwood

Dawn L. Sherwood

Registered Client Service Associate

Lori A. Fraraccio

Lori A. Fraraccio

Registered Client Service Associate

Lesley K. Degenhart

Lesley K. Degenhart

Registered Client Service Associate