Gratium Wealth Planning

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



Advisors

Kris Kasturi

CRPC, APMA

Private Wealth Advisor

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

Abby Santiago

CFP®, CLU®

Financial Advisor

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

Matthew Deckman

CRPC, CMFC

Financial Advisor

Financial Planning Specialist
Visit Matthew Deckman's website

Jess Cook

BFA

Financial Advisor

Financial Planning Specialist
Visit Jess Cook's website

Paul Streeter

BFA, APMA, AAMS

Financial Advisor

Behavioral Financial Advisor
Visit Paul Streeter's website

John Joseph Lomba

ChFC®, APMA, CRPS, CMFC

Financial Advisor

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

Graham Edwards

Financial Advisor

Franchise Owner
Visit Graham Edwards's website

Tracey Lovitz

CFP®

Financial Advisor

Visit Tracey Lovitz's website

Tara J Showalter

JD, CFP®, CRPC, APMA

Financial Advisor

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

Staci W Leonard

CFP®

Financial Advisor

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

Jarrod Shoemaker

CFP®, BFA, APMA

Financial Advisor

Visit Jarrod Shoemaker's website

David Thompson

CFP®, ChFC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit David Thompson's website

Keith Kunzig

Financial Advisor

Visit Keith Kunzig's website

Britt Barr

Financial Advisor

Visit Britt Barr's website

Richard Manankil

Financial Advisor

Visit Richard Manankil's website


Team

Brandy Boone

Brandy Boone

Paraplanner

Veronica Conner

Veronica Conner

Client Service Specialist

DeAnne Gildred-Moritz

DeAnne Gildred-Moritz

Operations Manager

Linda Sperando

Linda Sperando

Client Service Manager

Bobby Pastor

Bobby Pastor

Office Manager

Jennifer Keller

Jennifer Keller

Client Service Specialist

Qualifications

  • Series 7

View more
Rhonda Odle

Rhonda Odle

Client Service Specialist