Our advisors

Abby Santiago

CFP®, CLU®

Financial Advisor

Managing Partner of Gratium Wealth Planning
Learn more about Abby Santiago Visit Abby Santiago's website

Alan R Frisher

ChFC®, CLU®, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Learn more about Alan R Frisher Visit Alan R Frisher's website

Allan McClure

CFP®, CFA®, CEPA®

Financial Advisor

Learn more about Allan McClure Visit Allan McClure's website

Bill Drexler

CFP®, BFA, ChFC®, ChSNC®

Financial Advisor

Learn more about Bill Drexler Visit Bill Drexler's website

Brandon R Jorge

MBA, AIF®

Financial Advisor

Learn more about Brandon R Jorge Visit Brandon R Jorge's website

Cheryl M Burbano

CFP®, MBA, Ph.D.

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Cheryl M Burbano Visit Cheryl M Burbano's website

Cindy S Cornette

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Cindy S Cornette Visit Cindy S Cornette's website

Danny Bass

RICP®, APMA

Financial Advisor

Learn more about Danny Bass Visit Danny Bass's website

David Thompson

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David Thompson Visit David Thompson's website

Ed Donner

CFP®, CPWA®

Financial Advisor

Managing Partner of Gratium Wealth Planning
Learn more about Ed Donner Visit Ed Donner's website

Elizabeth Lane

CFP®, APMA

Financial Advisor

Learn more about Elizabeth Lane Visit Elizabeth Lane's website

Eric Trawick

Financial Advisor

Learn more about Eric Trawick

Graham Edwards

Financial Advisor

Franchise Owner
Learn more about Graham Edwards Visit Graham Edwards's website

Greg Shuman

RICP®

Financial Advisor

Learn more about Greg Shuman Visit Greg Shuman's website

James Evans

CRPC

Private Wealth Advisor

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

Jarrod Shoemaker

CFP®, BFA, APMA

Financial Advisor

Learn more about Jarrod Shoemaker Visit Jarrod Shoemaker's website

Jess Cook

BFA

Financial Advisor

Financial Planning Specialist
Learn more about Jess Cook Visit Jess Cook's website

John A. Boudreaux

CFP®, BFA, APMA

Financial Advisor

Learn more about John A. Boudreaux Visit John A. Boudreaux's website

John Joseph Lomba

ChFC®, APMA, CRPS, CMFC

Financial Advisor

Managing Partner of Gratium Wealth Planning
Learn more about John Joseph Lomba Visit John Joseph Lomba's website

Kris Kasturi

CRPC, APMA

Private Wealth Advisor

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

Kyle Champagne

CFP®, BFA, APMA

Financial Advisor

Learn more about Kyle Champagne Visit Kyle Champagne's website

Liesl Savage

MBA, CFP®, CDFA®

Financial Advisor

Learn more about Liesl Savage Visit Liesl Savage's website

Matthew Deckman

CRPC, CMFC

Financial Advisor

Financial Planning Specialist
Learn more about Matthew Deckman Visit Matthew Deckman's website

Michael McCranie

CFP®, CKA®, AEP®, APMA, CEPA®

Financial Advisor

Managing Partner of Gratium Wealth Planning
Learn more about Michael McCranie Visit Michael McCranie's website

Paul Streeter

BFA, APMA, AAMS

Financial Advisor

Behavioral Financial Advisor
Learn more about Paul Streeter Visit Paul Streeter's website

Staci W Leonard

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Staci W Leonard Visit Staci W Leonard's website

Stephens McVea

CRPC

Private Wealth Advisor

Learn more about Stephens McVea Visit Stephens McVea's website

Tara J Showalter

JD, CFP®, CRPC, APMA

Financial Advisor

Managing Director of Gratium Wealth Planning
Learn more about Tara J Showalter Visit Tara J Showalter's website

Todd Shier

Financial Advisor

Managing Partner of Gratium Wealth Planning
Learn more about Todd Shier Visit Todd Shier's website

Tanner Murphy

AWMA

Associate Financial Advisor

Learn more about Tanner Murphy Visit Tanner Murphy's website

Jacob Simms

Associate Financial Advisor

Learn more about Jacob Simms Visit Jacob Simms's website


Our team

Annette Bradley

Annette Bradley

Client Service Coordinator

Armstrong Reid

Armstrong Reid

Client Service Coordinator

Bobby Pastor

Bobby Pastor

Office Manager

Brandy Boone

Brandy Boone

Paraplanner

Carrie Kahn

Carrie Kahn

Client Service Specialist

Charlotte Elliott

Charlotte Elliott

Paraplanner

Chila Wendle

Chila Wendle

Client Service Specialist

Chris Wyrosdick

Chris Wyrosdick

Client Service Specialist

DeAnne Gildred-Moritz

DeAnne Gildred-Moritz

Operations Manager

Hanna Mihm

Hanna Mihm

Paraplanner

Hannah Simmons

Hannah Simmons

Client Service Coordinator

Jennifer Keller

Jennifer Keller

Client Service Specialist

Qualifications

  • Series 7

View more
Kimberly Smith

Kimberly Smith

Client Service Specialist

Lauren Libengood

Lauren Libengood

Client Service Specialist

Lillian Collazo

Lillian Collazo

Client Service Specialist

Linda Sperando

Linda Sperando

Client Service Manager

Morgan Oliver

Morgan Oliver

Client Service Coordinator

Patricia Woodard

Patricia Woodard

Client Service Coordinator

Rebecca King

Rebecca King

Paraplanner,

Operations Manager
Renee McCranie

Renee McCranie

Client Service Specialist

Rhonda Odle

Rhonda Odle

Client Service Specialist

Ryan Kayfes

Ryan Kayfes

Business Development Director

Tiffany Shelton

Tiffany Shelton

Operations Director,

Chief Operating Officer of Gratium Wealth Planning
Tristian Delage

Tristian Delage

Financial Planning Specialist,

Client Service Coordinator
Veronica Conner

Veronica Conner

Client Service Specialist

Annette Landry

Client Service Specialist

Brier Eveland

Client Service Coordinator

Jaya Kasturi

Intern

Mechelle Schmitz

Client Service Specialist