Meet the team

Professional

Jane Beule

Founder & President

Manju George

Client Operations

Shannon Stone

Lead Wealth Advisor

Jon Hsu

Wealth Advisor

Terrence Palazzolo

Wealth Advisor

Tim Connolly

Associate Wealth Advisor

Griff Coleman

Technical Operations

Francesca Vyvyan

Client Service Associate

Chelsey Grijalva

Client Service Associate

What can we help you find?

Griffin Black Portal

  • Investment Reporting
  • Meeting Notes
  • Account Statements
  • Single Signon to eMoney
  • Billing Statements
  • Document Sharing
  • Tax Statements (1099s, etc)

emX / eMoney

  • Financial Planning Tool
  • Account Aggregator
  • Budgeting & Spending


NetXInvestor®

  • e-Delivery – Going Paperless
  • Tax Documents (1099, 1099R, etc.)
  • Account Statements
  • Pershing Communications