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.
John Goott,
CFP®, AIF®
Founding Principal
Daniel Goott,
CFP®, CIMA®
Principal
Doug Garrison, CFP®, MBA
Senior Wealth Advisor
Mark J. Grenader,
JD,CPA*/PFS℠
Senior Financial Planner
Jonathan Salvato, CFP®, CRPC®
Wealth Advisor
Charles McRae,
CFP®
Wealth Advisor
Julie Banda
Senior Client Services Associate
Traci Diedrich
Operations and Client Relationship Manager
Candice Frank
Client Services Associate
Sue Goott
Accounting
Marissa Wilson
Administrative Assistant