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


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
VP Operations/Office Manager

Kerri Dainty
Executive Assistant

Wendy Derr
Administrative Assistant

Sharon Magaro
Accounts Payable Manager

David Kelly
Administrative Assistant

Harry Burkett
Medicare Consultant

Mary Kate Tarczynski

Thomas Parker