Sharon L. Grinestaff, AIF, CRPC

Our goal is to make a difference in our client’s lives by helping them work towards financial strength and independence through a planning focused approach of organization, professional advice, and on-going client education.As a husband and wife team, Dennis Grinestaff and I believe that working together and complimenting each other’s strengths and backgrounds has allowed us to create a cohesive, team approach while providing exceptional service and advice. Our process begins with a free discovery session, where we learn about your unique situation, goals and objectives. As Director of Financial Planning, I specialize in organizing the financial affairs of each client, run analysis and provide ways to make each dollar that is owned and owed efficient. We then focus on each objective to design a tailored investment plan for you. As Director of Wealth Management, Dennis’ primary role for our clients is investment research and analysis and the designing and monitoring of client portfolios. We are pioneers leveraging technology to be able to serve clients face to face as well as virtually. We provide additional on-going value to our clients through delivering our own Educational On-Demand Videos, Webinars, and Podcasts, to share empowering actions and essential habits for you to be healthy and wealthy. Like us on Facebook, follow us on Twitter and subscribe to our YouTube and Podbean channels. I also enjoy inspiring and empowering others to become physically fit through virtual fitness challenge groups. My goal is to make a difference in people’s lives by helping reduce their stress! Whether that be financial stress or every day stress. Financial education and organization along with physical exercise and eating healthy make a significant difference. Because without your health, your wealth means nothing!Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact and Personal Info’ section above.