Your Financial Planning Team

Your team at Granite Wealth Strategies is dedicated to providing clients with the highest level of professional advice, personalized service and personal integrity.

Meet our Vancouver Team Meet our National Team

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Executives

John McEwan

CFP®

Founder, Wealth Advisor

Operations

Eric McEwan

AAMS®

Director of Marketing & Business Development

Shandie Morrison

Shandie Morrison

AAMS®

Planning & Operations Coordinator

Investments

Saumen Chattopadhyay

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Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners

Scott Kubie

CFA®

Senior Investment Strategist

Jessica Golson

CIPM

Director of Platform Operations

Rick Jaster

CFA®

Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Patrick Sittner

Portfolio Strategist

Advanced Solutions Team

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services

Michael Gruidel

Paraplanner

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Director, Carson Coaching

Jody Jackson

FPQP™

Paraplanner

Brett Murray

Paraplanner

Chris Oppliger

CPA

Director of Tax Planning

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning

Beth Schanou

JD

Senior Wealth Planner

Krista Thompson

CPA

Senior Wealth Planner

Erin Wood

CFP®, CRPC®, FBS®

Senior Vice President, Financial Planning and Advanced Solutions

Ryan Yamada

CFP®

Planner

Research Department

Saumen Chattopadhyay

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Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners

Brett Carson

CFA®

Director of Research

Alex Blankenburg

Associate Trader

Jake Bleicher

CFA®

Equity Analyst

Kellie L. Duffy

Senior Trade Operations Analyst

Jeff Harris

Senior Mergers & Acquisitions Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trade Operations Analyst

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