Our Team

Today, more than ever, Certified Financial Planners are an essential partner in financial planning. Read more about the benefits of working with a CFP® professionals here.

Mark J. Grenader,
JD,CPA*/PFS℠

Senior Financial Planner

Traci Diedrich

Operations and Client Relationship Manager

Marissa Wilson

Administrative Assistant

Latest Blog Post

Is the World Getting Better or Worse?

September 30, 2019

We’re immersed in lot of bad news. Many governments around the world, including the U.S. and the U.K., seem dysfunctional. Climate change leads to worry about what shape the planet will be for our grandchildren. More than seventy...

When Bad Things Happen to Good Investors

August 30, 2019

Something looms in your future that you'd prefer to avoid, but can't. It may be a colonoscopy or a root canal, a visit from that cousin you don't care for, or an estimated tax payment (next one is due on September 15th by the way)....

"Are You Sure One Kidney is Enough?"

July 03, 2019

'Enough' can be challenging to define, whether referring to kidneys or wealth. Here is our kidney donor's latest blog on the subject. "Five weeks transpired between learning that I had qualified to donate my kidney to my daughter and the.."

Our Team

John Goott,
CFP®, AIF®

Daniel Goott,
CFP®, CIMA®

Doug Garrison, CFP®, MBA

Mark J. Grenader,
JD,CPA*/PFS℠

Jonathan Salvato, CFP®, CRPC®

Charles McRae,
CFP®

Julie Banda

Traci Diedrich

Candice Frank

Sue Goott

Marissa Wilson

Office:	713.622.9111
Fax:	713.993.0253