Grandview Asset Management Team

We work with you to create a personalized road-map designed to guide you through life’s milestones. Our experienced team of professionals is here to  offer you unbiased advice and ongoing support. We strive to simplify your financial strategies. As an independent firm, we are focused on serving you and your needs!

William Parker
CEO, AIFA®, AACEP®, CKA®

William J. Parker is the Chief Executive Officer of GrandView Asset Management, a firm which offers fee based money management headquartered in Harrisburg, Pennsylvania. The firm has been family run since 1962. William is also the Chief Executive Officer of GrandView 401k Advisors, which is an independent consulting firm that creates qualified and non-qualified retirement programs.

Read Bill Parker's full Biography

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Bruce Smith
Investment Advisor
Bruce has over 30 years of experience in the investment management business working with IRA Rollovers, retirement plans, individuals, trusts and businesses. He is graduate of Lebanon Valley College with a Masters of Business Administration (MBA) and the Pennsylvania State University with a B.S. in Civil Engineering. He has been resident of the Harrisburg area for over 49 years, and has been and will continue to be active in the community.
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Ronald Rhoads, Jr
Investment Advisor
Ron recently joined Grandview Asset Management as an Investment Advisor Representative. He first got his insurance license in 1995 where he specialized in long-term care, Medicare supplements, life, accident and health as well as fixed-rate annuities. In Ron's spare time he enjoys playing guitar, specifically a big fan of old-school jazz!
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Shari Stewart
Operations/Office Manager
Shari joined our team in June of 2015 as our Executive Assistant and was recently promoted to Office Manager. She has worked in the mortgage banking industry on and off for the past 20+ years. Shari also has experience in sales, customer service, human resources. Additionally, she has a passion for helping others through volunteer work and community outreach opportunities.
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Kerri Dainty
Executive Assistant
Kerri joined Grand Asset Management on October 3, 2016. . After her husband retired from the Air Force in 2010, they moved to York, PA. She completed her BA in Business Management in March of 2016. Kerri has experience in Customer Service and in retail. Kerri worked for Army Air Force Exchange Services for years as they are on every Army and Air Force installation.
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Wendy Derr
Administrative Assistant
Wendy worked for the Girl Scouts as a Data Manager prior to joining the team at Grandview Asset Management in March, 2017. She has extensive data and customer service experience. Wendy enjoys travel, spending time in the mountains, and listening to music.
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Sharon Magaro
Account Payable Manager
Sharon has been working with Grandview Asset Management for over 9 years! Before joining our team, she retired from Verizon with 30 years service experience. Sharon’s initial duties at Grandview Asset Management were clerical, and in 2009, she advanced to become our Accounts Payable Manager.
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Harry Burkett
Medicare Consultant
Harry Burkett has been an accomplished guest speaker in the financial and health industry for the past 25 years. He has developed multiple presentations that have been recognized on a national platform. The past 10 years his concentration has been as a Medicare specialist. Harry knows that no single approach is the right one for every individual. He listens to what your concerns are, what your goals are and provides you with the information to make an intelligent decision.
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Thomas Parker
Intern
Thomas is our new intern for the summer and he is very excited to be on the team this year. He will learn under his father William Parker about the in’s and out’s of the business in preparation to succeed him in the future. Following his graduation from Bishop McDevitt High School he plans to attend Temple University to study finance at the Fox School of Business.

Call us for a free consultation at 717-541-1000!

Financial planning for the future does not have to be complicated. We will simplify the process, organize your financial life and execute a specific plan tailored to you in order to achieve your goals and achieve financial independence.

Where will your retirement money come from? If you’re like most people, qualified-retirement plans, social security, personal savings and investments. Once you have estimated the amount of money you may need for retirement, a sound approach involves taking a close look at your potential retirement-income sources.

Wealth management is more than just investment advice, it incorporates all parts of a person’s financial life. The idea is that high net-worth clients benefit from the holistic approach we provide, coordinating all the services needed to manage their money and plan for their own or their family’s current and future needs.

Estate planning enables you to manage your affairs during your lifetime and control the distribution of your wealth after death. An effective estate can spell out your healthcare wishes and ensure that they’re carried out, even if you are unable to communicate. It can even designate someone to manage your financial affairs.