About GFP Private Wealth
The GFP Story
Our Enduring Legacy
Since 1978, GFP Private Wealth has served families and institutions, providing guidance in wealth preservation, investment management, and financial planning. Founded as Ohio's first wholly woman-owned RIA by Sally Gries, our firm has a history of trust, forward-thinking strategy, and client service.
Our mission includes a focus on client service, investment strategies, and collaboration. We view wealth as a legacy, a responsibility, and a vision for the future. From guiding individuals and families through wealth transfer to serving institutions, GFP Private Wealth strives to be a partner for those seeking lasting financial impact.
Client-Focused Approach
GFP Private Wealth is committed to providing personalized service. Our team-based model aims to connect clients with dedicated professionals focused on addressing their unique financial needs and building long-term relationships.
Investment Capabilities
GFP Private Wealth offers a range of investment strategies, drawing on established relationships to seek opportunities aligned with client goals. We combine institutional-caliber investment capabilities with personalized attention.
Community and Values
GFP Private Wealth values community involvement and operates on principles of collaboration and shared success. We believe in contributing to the vitality of our communities and fostering a supportive environment for both clients and our team.
Who We Are
Our Commitment
GFP Private Wealth continues to build on its legacy by providing guidance in wealth preservation, investment management, and financial planning. We remain dedicated to client service, sound investment strategies, and collaborative solutions.

Meet The Team
Our Team Of Dedicated Professionals
Declan Ange, FPQP®
Client Service Associate
Edward J. Bell, JD, CFP®
Client Advisor and Chairman, Emeritus
Daniel V. Beringer, CFP®
Director, Wealth Management Services
Ken Brodkowitz
Investment Advisor Representative
William Caster, MBA
Investment Advisor Representative
JT Cooke
Client Advisor
Dennis Delphenich, MBA
Director, Wealth Management Services
Carina Diamond, CFP®, AIF
Chief Executive Officer
Andrej Drazetic
Investments and Trading Manager
Brian Durkin, IACCP®
Chief Compliance Officer
Shannon Gallagher, FPQP®
Director of Operations
Steven Goode, CFA®
Senior Portfolio Manager, Logix
Sally Gries, Founder & Investment Advisor Representative, CFP®
Founder & Investment Advisor Representative
Joy Hayes, FPQP®
Senior Operations Associate
Rob Herman, MBA
Investment Advisor Representative
Brent Horvath, CFP®
Senior Director, Wealth Management Services
Kris Jarosz
Director of Investments
Diane Kotara
Executive Assistant
Michael Manly, JD, LLM
Director, Tax Advisory, and Wealth Management Services
Traci Reynolds
Client Service Manager
Lauren Rinebold
Finance Manager
Robert Samrah, CFA®
Director, Wealth Management Services
Jennifer Condon (Wei), JD, CFP®
Client Advisor
Laura Williams
Office Manager
Steve Zimmerman
Research Director, Logix