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
Holbrook 600
Wayne Holbrook
Chief Operating Officer
Burton 600
Mark Burton, J.D./MBA, IACCP®
Chief Compliance Officer
Fries 600
Patti Fries, IACCP®
Director of Administration
Woods Web
Kevin Woods, CFP®
Director of Financial Planning
Jay 600x600
Jay Bowen, CFP®
Financial Planner
Davis 600
Anna Katherine Davis, CFP®
Client Service Manager
Deshpande Web
Veda Deshpande, CFA®
Research Analyst
Curtis Hearn headshot
Curtis Hearn, CFP®
Wealth Advisor
Herndon 600
Victoria Herndon
Front Desk Coordinator
Herrera 600
Cindy Herrera, FPQP®
Client Service Manager
Houk Web
Jon Houk, CFP®
Wealth Advisor, Portfolio Manager
Hundley Web
Rachel Hundley
Marketing Specialist
Hunter 600
Joshua S. Hunter, MBA, CPA, CFP®
Wealth Advisor
Jennifer 600x600
Jennifer Jones, CPA, CFP®, CTFA®
Estate Planning Consultant
Kellner 600
Mike Kellner
Portfolio Analyst
Kleinrichert Web
Chris Kleinrichert, CRPC®
Client Service Manager
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
Rutherford 600
Scott Rutherford, CPA, CFP®
Wealth Advisor
Rodts 600
Avery Rodts
Wealth Advisor
Smith, Shelia Web
Shelia Smith
Executive Assistant to Founder/CEO
Swartz Web
Joshua Swartz, CFP®
Wealth Advisor
Teilhaber Web
Brittany Teilhaber
Client Service Manager
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
Jay 600x600
Jay Bowen, CFP®
Financial Planner
Davis 600
Anna Katherine Davis, CFP®
Client Service Manager
Curtis Hearn headshot
Curtis Hearn, CFP®
Wealth Advisor
Herndon 600
Victoria Herndon
Front Desk Coordinator
Herrera 600
Cindy Herrera, FPQP®
Client Service Manager
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®, CTFA®
Estate Planning Consultant
Kleinrichert Web
Chris Kleinrichert, CRPC®
Client Service Manager
al-meadows-gratus-wealth-advisor
Al Meadows, MBA, CFP®
Wealth Advisor
Nickelson 600
Cynthia Nickelson, CFP®
Manager of Wealth Management Operations
Rutherford 600
Scott Rutherford, CPA, CFP®
Wealth Advisor
Rodts 600
Avery Rodts
Wealth Advisor
Swartz Web
Joshua Swartz, CFP®
Wealth Advisor
Teilhaber Web
Brittany Teilhaber
Client Service Manager
Todd Jones
Todd Jones, MBA, CAIA®
Director of Investments
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
Holbrook 600
Wayne Holbrook
Chief Operating Officer
Burton 600
Mark Burton, J.D./MBA, IACCP®
Chief Compliance Officer
Fries 600
Patti Fries, IACCP®
Director of Administration

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