Team


Building Personal Connections

With an emphasis on building personal connections, we encourage our clients to reach out to us with questions on anything that might impact their financial lives. We invest as much time as needed in educating our clients.


Image of Frank Granizo, CPFA

Frank Granizo, CPFA

Managing Partner
Senior Wealth Advisor

Image of Jennifer P. Kirby, CIMA®, CSRIC®

Jennifer P. Kirby, CIMA®, CSRIC®

Managing Partner
Senior Wealth Advisor

Image of Maria Anna Koutsoubas, FPQP®

Maria Anna Koutsoubas, FPQP®

Client Experience Associate


Resource Partners

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Logo for Charles Schwab
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