Stevensville, MD
Since 2006

The People Behind the Plan

A team built on trust and expertise.

Our clients work with people who know their names, remember their goals and are genuinely invested in their outcomes. Get to know us.

Ryan Grossman, ChFC®

Partner, Wealth Advisor

Ryan is the driving force behind Grossman Wealth’s growth and vision. As a Chartered Financial Consultant, he leads business development and oversees portfolio construction, ensuring the firm’s investment approach is disciplined, purposeful, and built to serve clients at the highest level. Ryan’s patient and thoughtful solutions, entrepreneurial mindset, and financial knowledge continue to attract discerning clients who expect more from their advisor.

Logan Grossman, CFP®

Partner, Wealth Advisor

Logan is the heart of the firm’s financial planning practice. As a CERTIFIED FINANCIAL PLANNER™, he works closely with clients to build comprehensive, personalized plans that address retirement income, tax strategy, estate coordination, and long-term security. Logan’s thoughtful, thorough approach gives clients the clarity and confidence to make decisions that align with what matters most to them.

Susan Gallant

Director of Client Relations

Susan is the warm and dependable presence clients count on between meetings. Whether navigating a time-sensitive request or simply checking in, she handles every situation with genuine care and calm professionalism. Susan’s responsiveness and kind nature make clients feel known, valued, and well looked after.

Cosette Schulties

Executive Assistant

Cosette brings joy, grace, and attentiveness to every interaction—her warmth and genuine interest in people leave a lasting impression. She takes ownership of everything from client interactions to research projects to day-to-day details, keeping things moving behind the scenes with a calm that puts people at ease.

Extended Client Support

Meet Your Team

Meet the 15 Wealth team working with us to ensure every detail of your financial life is handled with care and precision. From processing account paperwork and coordinating transfers to overseeing trade execution, compliance review, and custodian communication, they manage the operational complexities behind the scenes. Being powered by 15 Wealth means the team is focused on accuracy, timeliness, and coordination which allows us to remain fully engaged in strategy, planning, and the conversations that matter most to you.

Brad Bruna

Chief Operating Officer

Miranda O’Keefe

Chief Compliance Officer

Robert James

SVP, Advisor Support

Ned Muscavage

SVP, Retirement Plans

Patrick Graham

Operations Specialist

Max Feinendegen

Operations Specialist

Tina Padgett

Operations Specialist

Ramona Bellard

Operations Specialist

Katherine Rooney

Operations Specialist

Gus Serrani

Operations Specialist

Kayla Delpina

Advisor Relations Associate

One Team Around You

Technical rigor, responsive service, and genuine continuity.

Every relationship is supported across planning, investments, and client service so answers arrive with context and important details do not fall between roles. When appropriate, that support can also draw on 15 Wealth specialists, LPL financial planning and back-office resources, and tax and Medicare expertise.

Strategic direction

Senior advisors remain directly involved in the choices that shape your financial life.

Integrated analysis

Planning connects retirement income, taxes, estate decisions, and portfolio structure.

Dependable follow-through

Responsive coordination keeps requests moving and the relationship feeling personal.

Extended expertise

Additional specialists can be brought into the conversation when planning calls for focused tax, Medicare, or back-office insight.

Stevensville, MD
Since 2006