by Taylor Brown | Nov 7, 2025
About David Grzesk holds an MBA in Management and a Bachelor of Science in Business Administration with a Minor in Accounting. With a focus on helping clients achieve financial confidence and security, David is dedicated to crafting effective life planning and...
by Taylor Brown | Nov 7, 2025
About Robert Gray is the Vice President and Co-Founder of HRJ Gray Financial Inc., where he leads the firm’s investment advisory operations across Nevada, California, Arizona, and Texas. Licensed with a Series 65 and holding life and health insurance credentials,...
by Taylor Brown | Nov 7, 2025
About Lori Gavin is a Executive Assistant with Du Charme Wealth Management, operating out of New Berlin,...
by Taylor Brown | Nov 7, 2025
About Gerardo Garcia has spent nearly two decades helping clients make smarter financial decisions and build long-term wealth. His journey into financial services began during his senior year at San Diego State University, where he was finishing a business degree and...
by Taylor Brown | Nov 7, 2025
About As Client Relations Director to Financial Advisor Jon Galvez, Kelly plays an essential role in supporting both the strategic and client-facing sides of the business. She ensures every client’s experience is seamless—organizing materials, scheduling...
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