Griffith & Werner

Greg supports the operational efficiency of the money management practice. At Griffith & Werner, we not only want to achieve superior results, but we also want to have a superior client experience. Greg helps accomplish this by designing our client events and continuing education. In addition to managing the market research, Greg also helps companies find synergy in their relationships. We take the same holistic approach to financial planning and implement those skills in helping small businesses. Greg works to find efficiencies in how a small business is run, from payroll and benefits to coordinated efforts among our firm and your accountant and legal professional. We are committed to your success, and we try to achieve that through finding the right financial and professional solutions.

As a fiduciary with nearly 15 years of experience, Kyle specializes in effective research and asset management. As a long-time financial planner, he’s able to simply articulate how active money management and personalized planning can result in a confident and sustainable wealth strategy. Outside the office, Kyle considers himself to be extremely lucky as he married his best friend and high school sweetheart, Brittany, in 2007. They share a wonderful life as they get to watch their three beautiful children grow up. You will typically find them at a cheer competition, soccer field, or golf course, but they are enjoying every minute of it as they know time goes by just a little too quickly.

Wes has been helping his clients achieve their financial goals for over 15 years. He specializes in income and legacy planning. His aim is to build one-on-one relationships with his clients and give them personalized attention and financial guidance. Wes also has a keen understanding of the health insurance concerns that many clients face during their retirement years and how to implement proper planning to address these issues. Wes attended Clearwater Christian College, where he met the love of his life, Andrea. They were married in 1999 and are raising 4 incredible children.

As a new member of the team in 2024, Chance comes to us with over fourteen years of operational process management and customer service experience. Chance has a passion for building relationships with clients and strives to make their experience with Griffith & Werner a cut above the rest. In his personal life, Chance enjoys many different athletics and the outdoors but mostly loves cheering on the Bulldogs on Saturdays in the fall. He and his wife Becka are often found at different tennis courts cheering on their 14-year-old daughter as she pursues her passion.

With over 30 years of experience in client service, Suzanne is a huge asset to our team. She manages everything in our front office and does a tremendous job serving our clients’ needs.