Meet the 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 tooffer 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

Chief Executive Officer
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.

Bruce Smith

MBA and AIF® 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.

Meet the team

Shari Stewart of GrandView Asset Management

Shari Stewart

VP Operations / Office Manager

Ke

Kerri Dainty

Executive Assistant

Wendy Derr

Administrative Assistant

Sharon Magaro

Accounts Payable Manager

David Kelly of GrandView Asset Management

David Kelly

Administrative Assistant

Harry Burkett of GrandView Asset Management

Harry Burkett

Medicare Consultant

Mary Kate Tarczynski

Associate

Madalyn Hilbolt of GrandView Asset Management

Madalyn Hilbolt

Administrative Assistant

Thomas Parker
Intern