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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.

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Meet The Team 
Our Team Of Dedicated Professionals

Declan Ange

Declan Ange, FPQP®

Client Service Associate

Edward Bell

Edward J. Bell, JD, CFP®

Client Advisor and Chairman, Emeritus

Daniel V. Beringer

Daniel V. Beringer, CFP®

Director, Wealth Management Services

Ken Brodkowitz

Ken Brodkowitz

Investment Advisor Representative

William Caster

William Caster, MBA

Investment Advisor Representative

Jacob

JT Cooke

Client Advisor

Dennis Delphenich

Dennis Delphenich, MBA

Director, Wealth Management Services

Carina Diamond

Carina Diamond, CFP®, AIF

Chief Executive Officer

Andrej Drazetic

Andrej Drazetic

Investments and Trading Manager

Brian Durkin

Brian Durkin, IACCP®

Chief Compliance Officer

Shannon Gallagher

Shannon Gallagher, FPQP®

Director of Operations

Steven Goode

Steven Goode, CFA®

Senior Portfolio Manager, Logix

Joy Hayes

Joy Hayes, FPQP®

Senior Operations Associate

Rob Herman

Rob Herman, MBA

Investment Advisor Representative

Brent Horvath

Brent Horvath, CFP®

Senior Director, Wealth Management Services

Kris Jarosz

Kris Jarosz

Director of Investments

Diane Kotara

Diane Kotara

Executive Assistant

Michael Manly

Michael Manly, JD, LLM

Director, Tax Advisory, and Wealth Management Services

Traci Reynolds

Traci Reynolds

Client Service Manager

Lauren Rinebold

Lauren Rinebold

Finance Manager

Robert Samrah

Robert Samrah, CFA®

Director, Wealth Management Services

Laura Williams

Laura Williams

Office Manager

Steve Zimmerman

Steve Zimmerman

Research Director, Logix

Contact Us
Get In Touch Here!

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