Joseph Grund & Associates

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.



Advisors

Joseph Grund

Joseph Grund

APMA®

Associate Manager

Managing Director
Visit Joseph Grund's website
David Holland

David Holland

CFP®, CFA®, JD

Private Wealth Advisor

Managing Director
Visit David Holland's website
Ben Silberman

Ben Silberman

Financial Advisor

Vice President
Visit Ben Silberman's website
Travis Routt

Travis Routt

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Travis Routt's website

Team

Dawn L. Sherwood

Dawn L. Sherwood

Registered Client Service Associate

Lesley K. Degenhart

Lesley K. Degenhart

Registered Client Service Associate

Lori A. Fraraccio

Lori A. Fraraccio

Registered Client Service Associate

Roxanne L. Wright

Roxanne L. Wright

Operations Leader

Roles & Responsibilities

  • Operations Leader
  • Marketing Specialist
View more