Gratium Wealth Planning is committed to helping our clients achieve more financial freedom - empowering them to give generously of their time, talents, and resources to the things that matter most. Whether your goal is saving for retirement or laying a financial foundation for future generations, we put people and their priorities first to create custom plans and insightful strategies that help secure their financial future.


Our advisors

Advisor photo for Abby Santiago

Abby Santiago

CFP®

Financial Advisor

Managing Partner of Gratium Wealth Planning
Learn more about Abby Santiago Visit Abby Santiago's website
Advisor photo for Alan R Frisher

Alan R Frisher

ChFC®, CLU®, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Learn more about Alan R Frisher Visit Alan R Frisher's website
Advisor photo for Allan McClure

Allan McClure

CFP®, CFA®

Financial Advisor

Learn more about Allan McClure Visit Allan McClure's website
Advisor photo for Cheryl M Burbano

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
Advisor photo for David Thompson

David Thompson

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about David Thompson Visit David Thompson's website
Advisor photo for Dennis E Lott Jr

Dennis E Lott Jr

BFA

Financial Advisor

Learn more about Dennis E Lott Jr Visit Dennis E Lott Jr's website
Advisor photo for Ed Donner

Ed Donner

CFP®

Financial Advisor

Managing Partner of Gratium Wealth Planning
Learn more about Ed Donner Visit Ed Donner's website
Advisor photo for Elizabeth Lane

Elizabeth Lane

APMA

Financial Advisor

Learn more about Elizabeth Lane Visit Elizabeth Lane's website
Advisor photo for Graham Edwards

Graham Edwards

Financial Advisor

Franchise Owner
Learn more about Graham Edwards Visit Graham Edwards's website
Advisor photo for Jarrod Shoemaker

Jarrod Shoemaker

CFP®, BFA, APMA

Financial Advisor

Learn more about Jarrod Shoemaker Visit Jarrod Shoemaker's website
Advisor photo for Jess Cook

Jess Cook

BFA

Financial Advisor

Financial Planning Specialist
Learn more about Jess Cook Visit Jess Cook's website
Advisor photo for James Evans

James Evans

CRPC, APMA

Private Wealth Advisor

Co-Founder of Gratium Wealth Planning
Learn more about James Evans Visit James Evans's website
Advisor photo for John A. Boudreaux

John A. Boudreaux

CFP®, APMA

Financial Advisor

Learn more about John A. Boudreaux Visit John A. Boudreaux's website
Advisor photo for John Joseph Lomba

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
Advisor photo for Kris Kasturi

Kris Kasturi

CRPC, APMA

Private Wealth Advisor

Co-Founder of Gratium Wealth Planning
Learn more about Kris Kasturi Visit Kris Kasturi's website
Advisor photo for Kyle Champagne

Kyle Champagne

BFA, CRPC, APMA

Financial Advisor

Learn more about Kyle Champagne Visit Kyle Champagne's website
Advisor photo for Liesl Savage

Liesl Savage

MBA, CFP®, CDFA®

Financial Advisor

Learn more about Liesl Savage Visit Liesl Savage's website
Advisor photo for Matthew Deckman

Matthew Deckman

CRPC, CMFC

Financial Advisor

Financial Planning Specialist
Learn more about Matthew Deckman Visit Matthew Deckman's website
Advisor photo for Matt Edwards

Matt Edwards

Financial Advisor

Learn more about Matt Edwards
Advisor photo for Michael Scott McCranie

Michael Scott McCranie

CFP®, CKA®, AEP®, APMA

Financial Advisor

Managing Partner of Gratium Wealth Planning
Learn more about Michael Scott McCranie Visit Michael Scott McCranie's website
Advisor photo for Paul Streeter

Paul Streeter

BFA, APMA, AAMS

Financial Advisor

Behavioral Financial Advisor
Learn more about Paul Streeter Visit Paul Streeter's website
Advisor photo for Staci W Leonard

Staci W Leonard

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Staci W Leonard Visit Staci W Leonard's website
Advisor photo for Tara J Showalter

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
Advisor photo for Todd Shier

Todd Shier

Financial Advisor

Managing Partner of Gratium Wealth Planning
Learn more about Todd Shier Visit Todd Shier's website
Advisor photo for Tracey Lovitz

Tracey Lovitz

CFP®

Financial Advisor

Learn more about Tracey Lovitz Visit Tracey Lovitz's website

Tanner Murphy

Associate Financial Advisor

Learn more about Tanner Murphy Visit Tanner Murphy's website


Our team

Annette Bradley

Annette Bradley

Client Service Coordinator

Bobby Pastor

Bobby Pastor

Office Manager

Brandy Boone

Brandy Boone

Paraplanner

Carrie Kahn

Carrie Kahn

Client Service Specialist

Cindy Downie

Client Service Specialist

Charlotte Elliott

Charlotte Elliott

Paraplanner

DeAnne Gildred-Moritz

DeAnne Gildred-Moritz

Operations Manager

Hanna Mihm

Hanna Mihm

Client Service Specialist

Hannah Simmons

Hannah Simmons

Client Service Coordinator

Heather Watson

Heather Watson

Client Service Specialist

Jacob Simms

Financial Planning Specialist

Jennifer Keller

Jennifer Keller

Client Service Specialist

Kimberly Smith

Kimberly Smith

Client Service Specialist

Lillian Collazo

Lillian Collazo

Client Service Specialist

Linda Sperando

Linda Sperando

Client Service Manager

Michael Lovero

Michael Lovero

Financial Planning Analyst

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

Tiffany Shelton

Tiffany Shelton

Operations Director

Tristian Delage

Tristian Delage

Financial Planning Specialist,

Client Service Coordinator
ToniAne Garland

ToniAne Garland

Client Service Specialist

Veronica Conner

Veronica Conner

Client Service Specialist

Chila Wendle

Client Service Specialist

Brodrick Ottoson

Intern

Jaya Kasturi

Intern

Chris Wyrosdick

Client Service Specialist

Allison Irby Evans

Executive Assistant,

Marketing Manager