Broker Check

Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

Our team of financial professionals can help you address:



  • Investing principles and strategies
  • Retirement Planning and Income
  • Investment Management
  • Financial Planning
  • Estate Planning
  • Education Planning
  • Tax Strategies

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating a customized approach that is designed to address your individual situation.

Team Members

Jerry R. Gray, CFP®

Founder & CEO

(480) 557-9727

(480) 557-0202

jerry@graystonepartners.net

Jerry Gray is the Founder and CEO of Graystone Partners Wealth Management, a Tempe, Arizona-based independent investment and wealth management firm founded in 2003.

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Janette Schwendeman, MBA, CFP®  

Managing Partner, Wealth Advisor

(480) 557-9727

(480) 557-0202

j.schwendeman@lpl.com

Janette has over ten years of experience in a variety of roles within financial services. Prior to her role at Graystone Partners, she held positions at Arizona Bank & Trust, JPMorgan Chase and Wells Fargo Bank, N.A. She holds her...

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Tracy Bierworth

Office Manager

(480) 557-9727

(480) 557-0202

tracy.bierworth@lpl.com

Tracy oversees the daily operations of the office while assisting the advisors and clients. Tracy has a diverse set of tasks, primarily focusing on compliance management, controlling office operations and procedures, and coordinates...

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Jarrett Gray

Client Service Associate

jarrett.gray@lpl.com

Jarrett recently moved back from Utah where he played college basketball at Westminster College in Salt Lake City. He is planning on attending Arizona State University and studying a degree in Business Communications. Jarrett joined...

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