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GBP Team

R. Todd Grandy CLU®, ChFC®

Partner

Jason "Jay" Bell CPWA®, CFP®

Partner

Jane Wellmann Goodrick

Director of Operations

Chuck Emrich CFP®, ChFC®

Director of Financial Planning

Stratton Grandy CFP®

Director of Business Development

Mackenzie Tarlow

Director of Planning and Client Experience

Bonnie Lapouraille

Investment Operations Associate

Christy Dull

Insurance Operations Associate

Allie Marie Nesbit

Director of Insurance Operations

Ronald N. Lipka ChFC®, RICP®

Financial Advisor

Paul E Burke III

Financial Representative

Neil G Ballotte CLU®

Financial Advisor

Ashley R. Mackenzie

Financial Advisor