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Schedule Your Call or Appointment 

Sharon Grinestaff, AIF®, CRPC®

Sharon Grinestaff, AIF®, CRPC®

Co-Founder, Director of Financial Planning

(410) 456-3324

SCHEDULE WITH SHARON
Dennis Grinestaff Jr., AWMA®

Dennis Grinestaff Jr., AWMA®

Co-Founder, Director of Wealth Management

 (410) 236-8780

SCHEDULE WITH DENNIS
Paul Phelan,  CFP®

Paul Phelan,  CFP®

Director of Client & Firm Development

(410) 790-4701

Schedule with Paul
Sarah Dickey

Sarah Dickey

Director of Operations & Client Communications

(443) 359-1859

schedule with Sarah
Heather Collins

Heather Collins

EPPIC® Client ConciergeCommunity Outreach Coordinator

(410) 207-9132

Schedule with Heather

Future Clients

Discover how you can apply The EPPIC Method® to help you Be More Healthy, Wealthy and Wise®