BIOGRAPHY
Gregory Robert Anderson, CFP® Founder and Chief Executive Officer of GRAnderson Wealth Management Group
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GRAnderson Wealth Management Group, Inc. is a registered investment advisory firm specializing in comprehensive financial planning and investment management services designing plans to meet clients' life goals, with an emphasis on alternative investments.
Prior to forming GRAnderson Wealth Management Group, Mr. Anderson completed a 15-year career with financial services giant TIAA-CREF. In his last position with TIAA-CREF, Mr. Anderson was the Managing Director for the Western Counseling Center. In that role he was responsible for the inbound call center that provided financial and retirement planning services to its participants. | Previously, he was the National Sales Director of TIAA-CREF’s Trust Company in St. Louis from 1998 to 2000. He started his TIAA-CREF career in 1990 in the Denver Regional Office. There, he worked directly with institutions and participants, providing financial and retirement planning services. Immediately prior to joining the Trust Company, Mr. Anderson managed the Service Plus and Tax Deferred Annuity units in the Western Counseling Center. In this capacity, Mr. Anderson was responsible for managing and directing a sales group and a project management team for the division.
Mr. Anderson started his career in the financial services industry with a regional banking group as a commercial loan analyst and banking officer from 1983 to 1986. He then worked with Merrill Lynch as a financial consultant from 1987 to 1990.
Mr. Anderson received his Master degree in Financial Services from The American College (1995), and his Bachelor degree in Business Administration from The Colorado College (1982). He holds the following designations: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Chartered Mutual Fund Counselor (CMFC).
Mr. Anderson’s community activities include board membership with the FINRA District Committee, The Gathering Place, The Owl Club of Denver and the Greater Park Hill SERTOMA Club. He also is an alumnus of Leadership Denver. He is married to a certified real estate appraiser. His son attends Prairie View A & M University. Mr. Anderson enjoys outdoor activities such as bicycling and hiking.
Tom Kana Vice President, GRAnderson Wealth Management Group
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Prior to joining GRAnderson Wealth Management Group, Tom Kana was an advisor with the Mass Mutual Financial Group in Denver. He specializes in alternative investments such as 1031 (real estate) exchanges, real estate investment trusts, natural gas equipment leasing, hedge funds, venture capital and financial derivatives, all designed to help clients diversify their portfolios and manage risk.
Mr. Kana earned a Bachelor of Science Degree in aeronautical engineering from the U.S. Air Force Academy and a Master of Science Degree in mechanical engineering from California State-Fresno. He is a graduate of the USAFA Test Pilot School and he was an Instructor of Aeronautics at USAFA. Following retirement, he was the Director of Flight Operations for American Century Investments; and he currently flies for Delta. | Mr. Kana believes that giving back to the community is a priority; and he is an active supporter of various charitable activities through his local church. He is involved in Habitat for Humanity, Heifer International and Children’s Fund International.
Living in Monument, he is married with two daughters; and he enjoys hiking the mountains of Colorado, running, biking, and participating in most sports that involve a ball or a puck.
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GRAnderson Wealth Management Group, Inc. 3773 Cherry Creek North Drive, Suite 575, Denver, CO 80209-3825 303.228.3160 303.388.7708 Email
GRAnderson Wealth Management Group, Inc. is an independent financial consulting group that provides personal full-service financial planning and investment management to individuals, families, professionals and businesses.
GRAnderson Wealth Management Group, Inc. is a Registered Investment Advisor. Member SIPC. This is neither a solicitation nor an offer to buy or sell any securities. Solicitation can only be made by prospectus. All investments bear risk. Consult your tax or legal professional before implementing any strategy. |
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