Bruce P. Grishkevich is a seasoned business professional with over 20 years in the financial services industry that includes a large client base across multiple states. Bruce believes education is the key to helping each person become confident in assessing his or her financial goals and participating in the financial management process.

Bruce has multiple business degrees in marketing and business management, along with a M.B.A. in Business Administration. He holds his Life, Accident and Health, and Variable Products License in the state of Ohio, and is a Notary Public. Bruce is also an active member of the National Ethics Association. Additionally, he has completed course work and state-specific training in the following areas: Certified Retirement Financial Advising, Retirement Income Planning, Financial Planning with Insurance, Social Security and Medicare, Medicaid, and Medicaid Supplements, Ohio Long Term Care, Long Term Care Needs and Solutions, Enhanced Ethics with Fair Credit, Suitability in Annuity Transactions, and the Health Care Reform Act.

Originally from Charlotte North Carolina, Justin graduated from Queens University of Charlotte with a Bachelor’s Degree in Business Administration and a Pre-Law Minor. Post-graduation, Justin began his finance career with Vanguard’s Business Development Group and developed a passion for helping families meet and exceed their financial goals.

Justin’s diverse background helps him create custom plans for each client. With over 10 years of experience, Justin has led financial education sessions for some of the largest fortune 500 companies and managed substantial equity portfolios. He takes a comprehensive planning approach while educating each client and their family during every step of the process. Justin is a Chartered Retirement Plan Specialist (CRPS), Chartered Retirement Plan Counselor (CRPC), Registered Investment Advisor and holds his Life and Health Insurance Licenses, so no matter the goal, he has the experience and knowledge to make it attainable.

Justin believes that financial planning should not be a mystery and works with each client to build a successful plan while focusing on the importance of financial education.

Education & Certifications

B.A. from Queens University of Charlotte – Charlotte, North Carolina

Chartered Retirement Plan Specialist from The College of Financial Planning

Chartered Retirement Plan Counselor from The College of Financial Planning

Terry brings over 18 years of financial service and insurance industry experience to every client.  Terry holds an RICP (Retirement Income Certified Professional) designation of which only 7.5% of all financial planners hold.  Terry is the author of the top selling book Retirement: Congratulations You Have Been Promoted to CEO

Having the RICP designation means Terry has specialized education in retirement income, and is committed to professional and ethical best practices.  Typically, financial advisors are trained to help clients accumulate wealth.  But what happens in retirement? Clients need to ensure that the wealth they’ve spent decades building will last through retirement and beyond. 

Every individual and family are unique with specific goals around their financial future.  There is no “cookie-cutter” solution to meet your goals.  That is why Terry gets to know every client personally, so that he can build a customized solution to fit your specific goals. 

Education & Certifications

B.S.B.A. from John Carroll University with a major in Finance - Cleveland, Ohio

M.B.A. from Case Western Reserve University concentrating in Finance - Cleveland, Ohio

Retirement Iincome Certified Professional from The American College of Financial Services

Tax-Exempt & Government Plan Consultant from The National Tax-Deferred Savings Association