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

Advisor photo for Kris Kasturi

Kris Kasturi

CRPC, APMA

Private Wealth Advisor

Co-Founder of Gratium Wealth Planning
Visit Kris Kasturi's website
Advisor photo for Abby Santiago

Abby Santiago

CFP®, CLU®

Financial Advisor

Managing Partner of Gratium Wealth Planning
Visit Abby Santiago's website
Advisor photo for Matthew Deckman

Matthew Deckman

CRPC, CMFC

Financial Advisor

Financial Planning Specialist
Visit Matthew Deckman's website
Advisor photo for Jess Cook

Jess Cook

BFA

Financial Advisor

Financial Planning Specialist
Visit Jess Cook's website
Advisor photo for John Joseph Lomba

John Joseph Lomba

ChFC®, APMA, CRPS, CMFC

Financial Advisor

Managing Partner of Gratium Wealth Planning
Visit John Joseph Lomba's website
Advisor photo for Paul Streeter

Paul Streeter

BFA, APMA, AAMS

Financial Advisor

Behavioral Financial Advisor
Visit Paul Streeter's website
Advisor photo for Graham Edwards

Graham Edwards

Financial Advisor

Franchise Owner
Visit Graham Edwards's website
Advisor photo for Larry J Woodruff Jr

Larry J Woodruff Jr

Financial Advisor

Visit Larry J Woodruff Jr's website
Advisor photo for Michael Henson

Michael Henson

Financial Advisor

Visit Michael Henson's website
Advisor photo for Tracey Lovitz

Tracey Lovitz

CFP®

Financial Advisor

Visit Tracey Lovitz's website
Advisor photo for Tara J Showalter

Tara J Showalter

JD, CFP®, APMA

Financial Advisor

Managing Director of Gratium Wealth Planning
Visit Tara J Showalter's website
Advisor photo for Jarrod Shoemaker

Jarrod Shoemaker

CFP®, BFA, APMA

Financial Advisor

Visit Jarrod Shoemaker's website
Advisor photo for Dennis E Lott Jr

Dennis E Lott Jr

BFA

Financial Advisor

Visit Dennis E Lott Jr's website
Advisor photo for David Thompson

David Thompson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Thompson's website
Advisor photo for Keith Kunzig

Keith Kunzig

Financial Advisor

Visit Keith Kunzig's website
Advisor photo for Britt Barr

Britt Barr

Financial Advisor

Visit Britt Barr's website
Advisor photo for Richard Manankil

Richard Manankil

Financial Advisor

Visit Richard Manankil's website


Team

Brandy Boone

Brandy Boone

Paraplanner

Veronica Conner

Veronica Conner

Client Service Specialist

DeAnne Gildred-Moritz

DeAnne Gildred-Moritz

Operations Manager

Linda Sperando

Linda Sperando

Client Service Manager

Bobby Pastor

Bobby Pastor

Office Manager

Rhonda Odle

Rhonda Odle

Client Service Specialist

Jennifer Keller

Jennifer Keller

Client Service Specialist