Our Team

Alex Ondarza

Operations Specialist

415-475-0226

alex.ondarza@grpfinancial.com

Daniel Huck

Compliance Analyst

415-475-0241

Daniel.Huck@GRPfinancial.com

Tory Casanova

Director, Wealth Management

415-526-2765

tory.casanova@grpfinancial.com

Daniel Nagel

Director, Business Transitions

619-535-8349

daniel.nagel@grpfinancial.com

Sean Morey

Director, Compensation

415-526-2754

sean.morey@grpfinancial.com

Cheryl Huyler

Director, Finance and Operations

224-765-0695 / 847-274-9332

cheryl.huyler@grpfinancial.com

Emily Heath

Operations Associate

415-475-0229

emily.heath@grpfinancial.com

Chuck Serveiss

VP, Business Consulting

603-997-1232

chuck.serveiss@grpfinancial.com

Stefanie Rzepecki

SVP, Business Development

401-338-5872

stef.rzepecki@grpfinancial.com

Brian Collins CFA®

Chief Investment Officer

investmentresearch@grpfinancial.com

Justin Fisk CFA®

Senior Vice President, Sheridan Road Financial

investmentresearch@grpfinancial.com

Jay Sanford

Director, Investment Strategy, Washington Financial Group

investmentresearch@grpfinancial.com