Meet the Team

At Gratus, we offer comprehensive financial planning and active portfolio management. Clients benefit from having a dedicated team focused on providing invaluable counsel, recommending intelligent, custom solutions, and upholding fiduciary standards. We have the intellectual horsepower to address complex trust, estate, philanthropic and other planning issues.

People are our biggest investment. Making a difference is our investment objective. Thoughtful leadership is fuel for our success.

McLarty Web
Hank McLarty
Founder and President
Tierney 600
Amy Tierney, MBA
Director of Client Services
Todd Jones
Todd Jones, MBA, CAIA®
Director of Investments
Woods Web
Kevin Woods, CFP®
Director of Financial Planning
Rutherford 600
Scott Rutherford, CPA, CFP®
Wealth Advisor
Jennifer 600x600
Jennifer Jones, CPA, CFP®, CTFA
Estate Planning Consultant
Houk Web
Jon Houk, CFP®
Wealth Advisor, Portfolio Manager
Meadows 600
Al Meadows, MBA, CFP®
Wealth Advisor
Swartz Web
Joshua Swartz, CFP®
Wealth Advisor
Curtis Hearn headshot
Curtis Hearn, CFP®
Wealth Advisor
Nickelson 600
Cynthia Nickelson, CFP®
Planning Associate
Hunter 600
Joshua S. Hunter, MBA, CPA, CFP®
Wealth Advisor
Lee 600
Lawrence Lee, CFA®
Portfolio Manager
Herrera 600
Cindy Herrera
Client Service Manager
Nolan 600
Patrick Nolan, MBA, CAIA®
Portfolio Manager - Private Markets
Holbrook 600
Wayne Holbrook
Chief Operating Officer
Burton 600
Mark Burton, J.D./MBA, IACCP®
Chief Compliance Officer
Jay 600x600
Jay Bowen
Financial Planner
Richard Web
Magda Richard
Operations Associate
Davis 600
Anna Katherine Davis, CFP®
Client Service Manager
Kellner 600
Mike Kellner
Portfolio Analyst
Herndon 600
Victoria Herndon
Front Desk Coordinator
Teilhaber Web
Brittany Teilhaber
Client Service Manager
Deshpande Web
Veda Deshpande, CFA®
Research Analyst
Kleinrichert Web
Chris Kleinrichert, CRPC®
Client Service Manager
Fries 600
Patti Fries, IACCP®
Director of Administration
Rodts 600
Avery Rodts
Wealth Advisor
McLarty Web
Hank McLarty
Founder and President
Tierney 600
Amy Tierney, MBA
Director of Client Services
Woods Web
Kevin Woods, CFP®
Director of Financial Planning
Rutherford 600
Scott Rutherford, CPA, CFP®
Wealth Advisor
Jennifer 600x600
Jennifer Jones, CPA, CFP®, CTFA
Estate Planning Consultant
Houk Web
Jon Houk, CFP®
Wealth Advisor, Portfolio Manager
Meadows 600
Al Meadows, MBA, CFP®
Wealth Advisor
Swartz Web
Joshua Swartz, CFP®
Wealth Advisor
Curtis Hearn headshot
Curtis Hearn, CFP®
Wealth Advisor
Nickelson 600
Cynthia Nickelson, CFP®
Planning Associate
Hunter 600
Joshua S. Hunter, MBA, CPA, CFP®
Wealth Advisor
Herrera 600
Cindy Herrera
Client Service Manager
Jay 600x600
Jay Bowen
Financial Planner
Davis 600
Anna Katherine Davis, CFP®
Client Service Manager
Herndon 600
Victoria Herndon
Front Desk Coordinator
Teilhaber Web
Brittany Teilhaber
Client Service Manager
Kleinrichert Web
Chris Kleinrichert, CRPC®
Client Service Manager
Rodts 600
Avery Rodts
Wealth Advisor
Todd Jones
Todd Jones, MBA, CAIA®
Director of Investments
Houk Web
Jon Houk, CFP®
Wealth Advisor, Portfolio Manager
Lee 600
Lawrence Lee, CFA®
Portfolio Manager
Nolan 600
Patrick Nolan, MBA, CAIA®
Portfolio Manager - Private Markets
Kellner 600
Mike Kellner
Portfolio Analyst
Deshpande Web
Veda Deshpande, CFA®
Research Analyst
Holbrook 600
Wayne Holbrook
Chief Operating Officer
Burton 600
Mark Burton, J.D./MBA, IACCP®
Chief Compliance Officer
Richard Web
Magda Richard
Operations Associate
Fries 600
Patti Fries, IACCP®
Director of Administration

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