Team profile

About Us

David Gramkow and Curtis Grote began their careers with Ameriprise Financial in 2006. Given the expanding financial services world and clients’ individualized needs, they began working as a team in 2007. They believe a team approach can create a broader and more well-rounded experience for the client. David specializes in financial planning and Curtis in investment management. This multi-faceted approach allows them to better understand each client’s unique situation and can help keep clients on the pathway to help them plan to reach their goals. David and Curtis also manage investments for non-profit endowments.

Jenna Lahann provides client relationship support through managing, gathering, and analyzing client data. Jenna also executes trades and money movements and works with clients on other service requests.

Leah Perry serves as office manager and maintains files and records. Leah also helps prepare preliminary financial plans, executes trades and money movements, and works with clients to schedule meetings.

Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Charitable Giving
  • Intergenerational Planning
  • Social Security Retirement Benefits

Awards & recognition

  • Pathway Financial Group, Ameriprise Client Experience Award, 2021, 2022

Community participation

  • Members, Chamber of Commerce
  • Volunteers, Reno County Food Bank
  • United Way of Reno County Chapter, Community Champions

Honored to receive recognition

All of us at Pathway Financial Group are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Pathway Financial Group team and the great experience we work so hard to provide for our clients every day.