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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

Olivia Ruth

Operations Associate
(415) 475-0242
olivia.ruth@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®

Investment Manager
investmentresearch@grpfinancial.com

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This is what we do. Get in touch today.

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Address

4340 Redwood Highway
Suite B-60
San Rafael, CA  94903

Contact

P | 415-526-2750
E | home.office@grpfinancial.com

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Securities offered through, LPL Financial, Member FINRA & SIPC. Investment advice offered through Global Retirement Partners, LLC, a registered investment advisor. Insurance services offered through HUB International. GRP Financial, Global Retirement Partners, LLC, HUB International and HUB Retirement & Wealth Management are separate entities from and not affiliated with LPL Financial. 

Global Retirement Partners employs (or contracts with) individuals who may be (1) registered representatives of LPL Financial and investment adviser representatives of Global Retirement Partners, or (2) solely investment adviser representatives of Global Retirement Partners. Although all personnel operate their businesses under the name Global Retirement Partners, they are each possibly subject to differing obligations and limitations and may be able to provide differing products or services. 

The financial professional associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.​

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