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
Woods Web
Kevin Woods, CFP®
Senior Wealth Manager
Hartsook, Tyler
Tyler Hartsook
Director of Marketing
Screen Shot 2020-05-27 at 12.43.16 PM
Gregory Fink
National Sales Director, Business Development
850_4736-Edit-WEB
Melinda Wiser
Director, Human Resources and Administration
Jay 600x600
Jay Bowen, CFP®
Manager, Financial Planning
Screen Shot 2020-10-16 at 1.24.40 PM
Chris Clark
Investment Operations Analyst
Davis 600
Anna Katherine Davis, CFP®
Client Service Manager
Deshpande Web
Veda Deshpande, CFA®
Research Analyst
David Head Shot
David Godshall
Wealth Management Operations Analyst
Curtis Hearn headshot
Curtis Hearn, CFP®
Wealth Advisor
Herrera 600
Cindy Herrera, FPQP®
Client Service Manager, Team Training Leader
Houk Web
Jon Houk, CFP®
Wealth Advisor, Portfolio Manager
Hunter 600
Joshua S. Hunter, MBA, CPA, CFP®
Wealth Advisor
Jennifer 600x600
Jennifer Jones, CPA, CFP®
Estate Planning Consultant
Kellner 600
Mike Kellner
Portfolio Analyst
Kleinrichert Web
Chris Kleinrichert, CRPC®
Manager, Client Experience Group
Lee 600
Lawrence Lee, CFA®
Portfolio Manager
al-meadows-gratus-wealth-advisor
Al Meadows, MBA, CFP®
Wealth Advisor
Nickelson 600
Cynthia Nickelson, CFP®
Manager of Wealth Management Operations
Nolan 600
Patrick Nolan, MBA, CAIA®
Portfolio Manager, Private Markets
Prescott, Cassandra Head Shot
Cassandra L. Prescott
Manager of Office Operations
Rogers, Cheryl
Cheryl Rogers
Client Experience Associate
850_4714-Edit-PRINT
Landon Rogers
Wealth Advisor
Rutherford 600
Scott Rutherford, CPA, CFP®
Wealth Advisor
Ashley Simpson_BIO
Ashley Simpson
Client Service Associate
Swartz Web
Joshua Swartz, CFP®
Wealth Advisor
McLart, Hank 3.9.2020
Hank McLarty
Founder and CEO
Campbell, Neil WEB
Neil Campbell, MBA
President
Woods Web
Kevin Woods, CFP®
Senior Wealth Manager
Screen Shot 2020-05-27 at 12.43.16 PM
Gregory Fink
National Sales Director, Business Development
850_4736-Edit-WEB
Melinda Wiser
Director, Human Resources and Administration
Jay 600x600
Jay Bowen, CFP®
Manager, Financial Planning
Davis 600
Anna Katherine Davis, CFP®
Client Service Manager
David Head Shot
David Godshall
Wealth Management Operations Analyst
Curtis Hearn headshot
Curtis Hearn, CFP®
Wealth Advisor
Herrera 600
Cindy Herrera, FPQP®
Client Service Manager, Team Training Leader
Houk Web
Jon Houk, CFP®
Wealth Advisor, Portfolio Manager
Hunter 600
Joshua S. Hunter, MBA, CPA, CFP®
Wealth Advisor
Jennifer 600x600
Jennifer Jones, CPA, CFP®
Estate Planning Consultant
Kleinrichert Web
Chris Kleinrichert, CRPC®
Manager, Client Experience Group
al-meadows-gratus-wealth-advisor
Al Meadows, MBA, CFP®
Wealth Advisor
Nickelson 600
Cynthia Nickelson, CFP®
Manager of Wealth Management Operations
850_4714-Edit-PRINT
Landon Rogers
Wealth Advisor
Rutherford 600
Scott Rutherford, CPA, CFP®
Wealth Advisor
Ashley Simpson_BIO
Ashley Simpson
Client Service Associate
Swartz Web
Joshua Swartz, CFP®
Wealth Advisor
Todd Jones
Todd Jones, MBA, CAIA®
Chief Investment Officer
Screen Shot 2020-10-16 at 1.24.40 PM
Chris Clark
Investment Operations Analyst
Deshpande Web
Veda Deshpande, CFA®
Research Analyst
Houk Web
Jon Houk, CFP®
Wealth Advisor, Portfolio Manager
Kellner 600
Mike Kellner
Portfolio Analyst
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
Prescott, Cassandra Head Shot
Cassandra L. Prescott
Manager of Office Operations
Rogers, Cheryl
Cheryl Rogers
Client Experience Associate

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