Our Roots

Run Deep

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.

Rooted Wealth Advisors team

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

Logan Gigl

Logan Gigl

Lead Service Advisor

Andrew Lee

Andrew Lee

Service Advisor

Jackson Sheputis​, CFP®

Portfolio Advisor

Emily Leibach

Client Services Specialist

Jovan Marshall

Jovan Marshall

Client Communications Manager

Hilda Miranda

Operations Director

Kinch O’Kelley

Kinch O’Kelley

Creative Director

Michael Pueschell

Chief Culture Officer

Jason Thiele

Jason Thiele

Client Services Specialist

Jacqueline Walter

Events Director

Samantha Wilhoyt

Samantha Wilhoyt

Client Relationship Manager

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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