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
McKinney, Patrick Head Shot
Travis McKinney
Chief Compliance Officer
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
David Head Shot
David Godshall
Wealth Management Operations 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
Prescott, Cassandra Head Shot
Cassandra L. Prescott
Manager of Office Operations
Rodts 600
Avery Rodts
Wealth Advisor
Rutherford 600
Scott Rutherford, CPA, CFP®
Wealth Advisor
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
David Head Shot
David Godshall
Wealth Management Operations 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
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
Rodts 600
Avery Rodts
Wealth Advisor
Rutherford 600
Scott Rutherford, CPA, CFP®
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
Tierney 600
Amy Tierney, MBA
Director of Client Services
McKinney, Patrick Head Shot
Travis McKinney
Chief Compliance Officer
Hundley Web
Rachel Hundley
Marketing Specialist
Prescott, Cassandra Head Shot
Cassandra L. Prescott
Manager of Office Operations

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