Our Roots

Run Deep

Rooted Wealth Advisors isn't your typical wealth management firm. We're not afraid to roll up our sleeves and work hard to help build the best version of the rest of your life alongside you.

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Rooted Wealth Advisors isn’t filled with your typical suit-and-tie types. We all come from blue-collar backgrounds, and we’re not afraid to roll up our sleeves and work hard for your future.

Zach Gray, CRPC® LACP

Founder & CEO

Jenna Gray

VP, Strategy & Growth

John L. Savarino

Investment Advisor Representative

Joseph Mateja

Investment Advisor Representative

Connor Zimmer, CFP®

Investment Advisor Representative

Alex Allegro

Planning Specialist

Andrew Lee

Planning and Trading Advisor

Emily Leibach

Client Services Specialist

Hilda Miranda

VP, Business Development

Jacqueline Walter

Associate Director of Marketing

Jason Thiele

Client Services Specialist

Jerry Fuesel

Director of Operations

Jovan Marshall

Client Communications Manager

Michael Pueschell

Director of Marketing

Noah Posthumus

Client Services Specialist

Peyton Rhodes

Operations Assistant

Sarah Marion

Events Manager

Roan Cannon

Client Relationship Manager

Vanessa Ellis

Client Services Specialist

Check Us Out

For us, experience is everything. Visit Rooted Wealth Advisors and see for yourself how we help create confidence and the freedom to choose the kind of lifestyle you’ll enjoy in retirement.

Check Us Out

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For us, experience is everything. Visit Rooted Wealth and see for yourself how we help create confidence and the freedom to choose the kind of lifestyle you’ll enjoy in retirement.

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