Greg is the good looking member of the team that 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 more than a decade 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 or basketball gym, 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.

Will is the newest member of our team. He is our in-house accountant and has over ten years of experience in taxation. His areas of expertise include corporate and partnership taxation, multistate taxation, individual tax issues, strategic tax planning, and representation before the IRS and state tax authorities.

Prior to his career in taxation, Will served eight years in the Georgia Army National Guard.

On September 6, 2021, Will married the love of his life, Christi. They are always chasing down new adventures. On the weekends, you may find them hiking on a mountainside, where they fell in love.

For more information, visit https://www.williamcostleyllc.com.

Chris is our superstar admin. He is the friendly, hard working gentleman answering your calls and assisting with paperwork and processing. He has a lovely wife whom he adores and 2 great boys, JT and Mitchell.

Heather is the friendly face you see when you walk in our door. She supports Griffith & Werner’s client relationships and handles all client communications, scheduling and event planning, while also ensuring the effective operations of our front office.

Jan does just about everything. Not only is she a cheery voice on the phone and the one who manages our schedules, she touches just about everything from client account reports to our payroll. We could not do what we do without Jan. If you want a slide show of “the world’s cutest kids”, she would love to do that for you. Just be warned, if you do ask for the show, your client account review will double in length..