Eau Claire team

Griffin serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Griffin partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Grace works with financial advisors to establish a wealth management practice that manages both sides of the balance sheet. She accomplishes this by focusing on clients’ liquidity needs in the short term, while maintaining a long-term focus on goals-based borrowing through the wealth planning process.

Bobby's role as a wealth planning associate includes supporting financial advisors in their wealth planning efforts for clients. Bobby assists with making appointments, gathering information, developing wealth plans, as well as presenting wealth plans and strategies to clients.