Gratium Wealth Planning

Advisors

Abby Santiago

CFP®, CLU®

Financial Advisor

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

Alan R Frisher

ChFC®, CLU®, CDFA®

Financial Advisor

Certified Divorce Financial Analyst
Visit Alan R Frisher's website

Allan McClure

CFP®, CFA®, CEPA®

Financial Advisor

Visit Allan McClure's website

Brandon R Jorge

MBA, AIF®

Financial Advisor

Visit Brandon R Jorge's website

Brent Powers

Financial Advisor

Visit Brent Powers's website

Britt Barr

Financial Advisor

Visit Britt Barr's website

Cheryl M Burbano

CFP®, MBA, Ph.D.

Financial Advisor

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

Christopher D'Andrea Jr

Financial Advisor

Visit Christopher D'Andrea Jr's website

Cindy S Cornette

CFP®, CRPC

Financial Advisor

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

Danny Bass

RICP®, APMA

Financial Advisor

Visit Danny Bass's website

David Thompson

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Thompson's website

David Van Geffen

Financial Advisor

Visit David Van Geffen's website

Destiny Kunzig

Financial Advisor

Visit Destiny Kunzig's website

Don Acosta

Financial Advisor

Visit Don Acosta's website

Edward M Buenaga

Financial Advisor

Visit Edward M Buenaga's website

Ed Donner

CFP®, CPWA®

Financial Advisor

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

Elizabeth Lane

CFP®, APMA

Financial Advisor

Visit Elizabeth Lane's website

Eric Trawick

Financial Advisor

Visit Eric Trawick's website

Graham Edwards

Financial Advisor

Franchise Owner
Visit Graham Edwards's website

James Evans

CRPC, APMA

Private Wealth Advisor

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

Jarrod Shoemaker

CFP®, BFA, APMA

Financial Advisor

Visit Jarrod Shoemaker's website

Jess Cook

BFA

Financial Advisor

Financial Planning Specialist
Visit Jess Cook's website

John A. Boudreaux

CFP®, BFA, APMA

Financial Advisor

Visit John A. Boudreaux's website

John Joseph Lomba

ChFC®, APMA, CRPS, CMFC

Financial Advisor

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

Keith Kunzig

Financial Advisor

Visit Keith Kunzig's website

Kris Kasturi

CRPC, APMA

Private Wealth Advisor

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

Kyle Champagne

CFP®, BFA, CRPC, APMA

Financial Advisor

Visit Kyle Champagne's website

Larry J Woodruff Jr

Financial Advisor

Visit Larry J Woodruff Jr's website

Matthew Deckman

CRPC, CMFC

Financial Advisor

Financial Planning Specialist
Visit Matthew Deckman's website

Michael McCranie

CFP®, CKA®, AEP®, APMA

Financial Advisor

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

Patrick Macabasco

Financial Advisor

Visit Patrick Macabasco's website

Paul Streeter

BFA, APMA, AAMS

Financial Advisor

Behavioral Financial Advisor
Visit Paul Streeter's website

Richard Manankil

Financial Advisor

Visit Richard Manankil's website

Staci W Leonard

CFP®

Financial Advisor

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

Stephens McVea

Financial Advisor

Visit Stephens McVea's website

Tanner Murphy

CFA®, CFP®, CRPC, CLTC®

Financial Advisor

Visit Tanner Murphy's website

Tara J Showalter

JD, CFP®, CRPC, APMA

Financial Advisor

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

Todd N Barrow

Financial Advisor

Visit Todd N Barrow's website

Todd Shier

Financial Advisor

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

Tracey Lovitz

CFP®

Financial Advisor

Visit Tracey Lovitz's website


Team

Bobby Pastor

Bobby Pastor

Office Manager

Brandy Boone

Brandy Boone

Paraplanner

DeAnne Gildred-Moritz

DeAnne Gildred-Moritz

Operations Manager

Hanna Mihm

Hanna Mihm

Paraplanner

Annette Bradley

Annette Bradley

Client Service Coordinator

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

Cindy Downie

Cindy Downie

Client Service Specialist

Hannah Simmons

Hannah Simmons

Client Service Coordinator

Jacob Simms

Jacob Simms

Financial Planning Specialist

Jaya Kasturi

Intern

Kimberly Smith

Kimberly Smith

Client Service Specialist

Lillian Collazo

Lillian Collazo

Client Service Specialist

Michael Lovero

Michael Lovero

Financial Planning Analyst

Morgan Oliver

Morgan Oliver

Client Service Coordinator

Patricia Woodard

Patricia Woodard

Client Service Coordinator

Rebecca King

Rebecca King

Paraplanner,

Operations Manager
Tiffany Shelton

Tiffany Shelton

Operations Director

Tristian Delage

Tristian Delage

Financial Planning Specialist,

Client Service Coordinator
Jennifer Keller

Jennifer Keller

Client Service Specialist

Qualifications

  • Series 7

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Linda Sperando

Linda Sperando

Client Service Manager

Renee McCranie

Renee McCranie

Client Service Specialist

Rhonda Odle

Rhonda Odle

Client Service Specialist

Veronica Conner

Veronica Conner

Client Service Specialist