GRIFFITH & WERNER - Key Persons
Chris is our superstar admin. He is the friendly, hard working gentleman answering your calls and assisting with paperwork and processing. He has a lovely wife whom he adores and 2 great boys, JT and Mitchell.
Job Titles:
- CEO
- President
- Member of the Team
Greg is the good looking member of the team that supports the operational efficiency of the money management practice. At Griffith & Werner, we not only want to achieve superior results, but we also want to have a superior client experience. Greg helps accomplish this by designing our client events and continuing education.
Job Titles:
- Client Service Coordinator
Heather is the friendly face you see when you walk in our door. She supports Griffith & Werner's client relationships and handles all client communications, scheduling and event planning, while also ensuring the effective operations of our front office.
Job Titles:
- Client Service Coordinator
Jan does just about everything. Not only is she a cheery voice on the phone and the one who manages our schedules, she touches just about everything from client account reports to our payroll. We could not do what we do without Jan. If you want a slide show of "the world's cutest kids", she would love to do that for you. Just be warned, if you do ask for the show, your client account review will double in length..
Outside the office, Kyle considers himself to be extremely lucky as he married his best friend and high school sweetheart, Brittany, in 2007. They share a wonderful life as they get to watch their three beautiful children grow up. You will typically find them at a cheer competition or basketball gym, but they are enjoying every minute of it as they know time goes by just a little too quickly.
With over 30 years of experience in client service, Suzanne is a huge asset to our team. She manages everything in our front office and does a tremendous job serving our clients' needs.
Job Titles:
- Investment Advisor
- Representative
Job Titles:
- Member of Our Team
- Personal CFO / Tax Professional
Will is the newest member of our team. He is our in-house accountant and has over ten years of experience in taxation. His areas of expertise include corporate and partnership taxation, multistate taxation, individual tax issues, strategic tax planning, and representation before the IRS and state tax authorities.