Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Tom Graybill

CFP®, ChFC®, CMFC, CRPC

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Tom Graybill Visit Tom Graybill's website


Our 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

  • M.S. from St. Joseph's University in Finance

  • B.S. in Science from Kutztown University with a minor in Business Administration

Roles & Responsibilities

  • Financial transaction assistance--deposits/withdrawals/wires
  • Ameriprise.com client navigation support & set up
  • Ameriprise.com GOALS tab, financial planning data updates
  • Beneficiary updates
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Kristin Gifoli

Kristin Gifoli

Client Service Coordinator

Personal Intro

Before joining our team, Kristin enjoyed a twenty-year career as a public-school teacher in the area. She is excited to be part of the Graybill Financial Group team and looks forward to assisting you in the near future.

Qualifications

  • M.S. Elementary Education

    Reading Specialist Certification

    St. Joseph's University, Philadelphia, PA
  • B.S. Elementary/Early Childhood Education

    Cabrini University, Radnor, PA

Roles & Responsibilities

  • Responsible for proactively scheduling your visits with Graybill Financial Group
  • Serves as our client technology liaison assisting you with the Ameriprise website, Total View and document requests
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