Graybill Financial Group

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



Team

Doug Rothenberger

Doug Rothenberger

Paraplanner

Qualifications

  • 15+ years of experience in the Financial Services industry; includes extensive knowledge of 401k plans and mutual fund investing.
  • B.S. in Science from Kutztown University with a minor in Business Administration
  • M.S. from St. Joseph University in Finance

Roles & Responsibilities

  • Managing, gathering and analyzing data * Develop portfolio/robust product solution recommendations * Financial transactions assistance
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Michelle Butler

Michelle Butler

Client Service Coordinator

Qualifications

  • Pennsylvania Public Notary

Roles & Responsibilities

  • Client Service & Concierge * Scheduling * Meeting Prep and Follow -Up
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