Gratium Wealth Planning

Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.


Advisors

James Evans

CRPC, APMA

Private Wealth Advisor

Co-Founder of Gratium Wealth Planning
Visit James Evans's website

Kris Kasturi

CRPC, APMA

Private Wealth Advisor

Co-Founder of Gratium Wealth Planning
Visit Kris Kasturi's website


Team

Brier Eveland

Brier Eveland

Client Service Coordinator

Carrie Kahn

Carrie Kahn

Client Service Specialist

Makari Henry

Makari Henry

Financial Planning Specialist

Tiffany Shelton

Tiffany Shelton

Operations Director,

Chief Operating Officer of Gratium Wealth Planning