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
Jerry R. Gray, CFP®
Founder & CEO
(480) 557-0202
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.
Janette Schwendeman, MBA, CFP®
Managing Partner, Wealth Advisor, CFP®
(480) 557-0202
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...
Tracy Bierworth
Chief Compliance Officer
(480) 557-0202
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...
Jarrett Gray
Client Service Associate
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...
Tamara (Tasha) Antonijevic
Client Service Manager
(480) 557-0202
Tasha joined Graystone Partners as a Client Service Associate in February of 2020. After working as a part of branch management team in the Retail Banking field for over 3 years she is planning on using her knowledge and customer...