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 Savarino

Director of Advisory Services,
Senior Investment Advisor

Joseph Mateja

Investment Advisor Representative

Connor Zimmer, CFP®

Investment Advisor Representative

Alex Allegro

Investment Advisor Representative

David Seitzer

Investment Advisor Representative

Alexa Blochowski

Operations Specialist

Andrew Lee

Planning and Trading Specialist,
Investment Advisor Representative

Emily Leibach

Client Services Specialist

Hilda Miranda

VP, Business Development

Jacqueline Walter

Director of Marketing

Jason Thiele

Planning Specialist

Jerry Fuesel

Director of Operations

Joette Walter

Client Relationship Manager

Jovan Marshall

Client Communications Manager

Laura Darby

Marketing Specialist

Noah Posthumus

Client Services Specialist,
Investment Advisor Representative

Nick Barnes

Operations Specialist

Peyton Rhodes

Operations Assistant

Roan Cannon

Marketing Outreach Manager,
Investment Advisor Representative

Sarah Viall-Lorand

Client Services Specialist

Check Us Out

For us, experience is everything. Visit Rooted Tax Advisory 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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