Schedule Your Call or Appointment Sharon Grinestaff, AIF®, CRPC® Co-Founder, Director of Financial Planning(410) 456-3324 SCHEDULE WITH SHARON Dennis Grinestaff Jr., AWMA® Co-Founder, Director of Wealth Management (410) 236-8780 SCHEDULE WITH DENNIS Paul Phelan, CFP® Director of Client & Firm Development(410) 790-4701 Schedule with Paul Sarah Dickey Director of Operations & Client Communications(443) 359-1859 schedule with Sarah Heather Collins EPPIC® Client Concierge & Community 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® Schedule a Discovery Session
