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.

McLart, Hank 3.9.2020
Hank McLarty
Founder and CEO
Campbell, Neil WEB
Neil Campbell, MBA
President
Todd Jones
Todd Jones, MBA, CAIA®
Chief Investment Officer
McKinney, Patrick Head Shot
Travis McKinney
Chief Compliance Officer
Screen Shot 2021-08-23 at 12.58.53 PM
Adrian Chastain, CFE
Director, Client Service and Operations
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Gregory Fink
Client Development, Senior Wealth Advisor
Woods Web
Kevin Woods, CFP®
Senior Wealth Advisor
Hartsook, Tyler
Tyler Hartsook
Director, Marketing
850_4736-Edit-WEB
Melinda Wiser
Director, Human Resources
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Nick Brink
Associate, Operations
Jay 600x600
Jay Bowen, CFP®
Manager, Financial Planning
Screen Shot 2020-10-16 at 1.24.40 PM
Chris Clark
Analyst, Investments
Davis 600
Anna Katherine Davis, CFP®
Associate Wealth Advisor
Deshpande Web
Veda Deshpande, CFA®
Analyst, Research
Shelley Photo
Shelley Gavriel
Client Service Manager
David Head Shot
David Godshall
Analyst, Operations
Curtis Hearn headshot
Curtis Hearn, CFP®
Wealth Advisor
Herrera 600
Cindy Herrera, FPQP®
Client Service Manager: Team Training Leader
Hunter 600
Joshua S. Hunter, MBA, CPA, CFP®
Senior Wealth Advisor
Screen Shot 2021-07-01 at 1.58.03 PM
Jennifer Jones, CPA, CFP®
Wealth & Estate Advisor
Kleinrichert Web
Chris Kleinrichert, CRPC®
Manager, Client Experience Group
Lee 600
Lawrence Lee, CFA®
Portfolio Manager
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Kendall Maltby
Associate, Compliance
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Nicole Maness
Client Service Associate
al-meadows-gratus-wealth-advisor
Al Meadows, MBA, CFP®
Senior Wealth Advisor
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Meredith Michael, SHRM-CP
Manager, Human Capital
Nickelson 600
Cynthia Nickelson, CFP®
Manager, Operations
Screen Shot 2020-11-17 at 3.20.05 PM
Kim Polston
Client Service Manager
Nolan 600
Patrick Nolan, MBA, CAIA®
Portfolio Manager, Private Markets
Sean Quigley
Sean Quigley, CIMA®
Client Development, Wealth Advisor
Rogers, Cheryl
Cheryl Rogers
Client Experience Associate
850_4714-Edit-PRINT
Landon Rogers
Associate Wealth Advisor
Rutherford 600
Scott Rutherford, CPA, CFP®
Wealth Advisor
Saira Sandhu
Saira Sandhu
Analyst, Human Capital
Ashley Simpson_BIO
Ashley Simpson, FPC®
Client Service Manager
Screen Shot 2021-02-10 at 8.29.26 AM
Cameron Starr
Wealth Advisor
Swartz Web
Joshua Swartz, CFP®
Wealth Advisor
Maddie Thykeson
Maddie Thykeson
Analyst, Marketing
McLart, Hank 3.9.2020
Hank McLarty
Founder and CEO
Campbell, Neil WEB
Neil Campbell, MBA
President
Screen Shot 2020-05-27 at 12.43.16 PM
Gregory Fink
Client Development, Senior Wealth Advisor
Woods Web
Kevin Woods, CFP®
Senior Wealth Advisor
850_4736-Edit-WEB
Melinda Wiser
Director, Human Resources
Screen Shot 2021-01-19 at 3.03.46 PM
Nick Brink
Associate, Operations
Jay 600x600
Jay Bowen, CFP®
Manager, Financial Planning
Davis 600
Anna Katherine Davis, CFP®
Associate Wealth Advisor
Shelley Photo
Shelley Gavriel
Client Service Manager
David Head Shot
David Godshall
Analyst, Operations
Curtis Hearn headshot
Curtis Hearn, CFP®
Wealth Advisor
Herrera 600
Cindy Herrera, FPQP®
Client Service Manager: Team Training Leader
Hunter 600
Joshua S. Hunter, MBA, CPA, CFP®
Senior Wealth Advisor
Screen Shot 2021-07-01 at 1.58.03 PM
Jennifer Jones, CPA, CFP®
Wealth & Estate Advisor
Kleinrichert Web
Chris Kleinrichert, CRPC®
Manager, Client Experience Group
Screen Shot 2021-06-23 at 12.03.03 PM
Nicole Maness
Client Service Associate
al-meadows-gratus-wealth-advisor
Al Meadows, MBA, CFP®
Senior Wealth Advisor
Nickelson 600
Cynthia Nickelson, CFP®
Manager, Operations
Screen Shot 2020-11-17 at 3.20.05 PM
Kim Polston
Client Service Manager
Sean Quigley
Sean Quigley, CIMA®
Client Development, Wealth Advisor
850_4714-Edit-PRINT
Landon Rogers
Associate Wealth Advisor
Rutherford 600
Scott Rutherford, CPA, CFP®
Wealth Advisor
Ashley Simpson_BIO
Ashley Simpson, FPC®
Client Service Manager
Screen Shot 2021-02-10 at 8.29.26 AM
Cameron Starr
Wealth Advisor
Swartz Web
Joshua Swartz, CFP®
Wealth Advisor
Maddie Thykeson
Maddie Thykeson
Analyst, Marketing
Todd Jones
Todd Jones, MBA, CAIA®
Chief Investment Officer
Screen Shot 2020-10-16 at 1.24.40 PM
Chris Clark
Analyst, Investments
Deshpande Web
Veda Deshpande, CFA®
Analyst, Research
Lee 600
Lawrence Lee, CFA®
Portfolio Manager
Nolan 600
Patrick Nolan, MBA, CAIA®
Portfolio Manager, Private Markets
McKinney, Patrick Head Shot
Travis McKinney
Chief Compliance Officer
Screen Shot 2021-10-05 at 11.39.47 AM
Kendall Maltby
Associate, Compliance
Screen Shot 2020-12-18 at 7.53.49 AM
Meredith Michael, SHRM-CP
Manager, Human Capital
Rogers, Cheryl
Cheryl Rogers
Client Experience Associate
Saira Sandhu
Saira Sandhu
Analyst, Human Capital

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