At our first meeting, we’d like to get to know you and will ask about your financial situation. Then we’ll move toward focusing on what your retirement goals are, and discuss the advantages and disadvantages of insurance during retirement. We’ll take an overall assessment of your financial life and over the next few meetings we’ll make recommendations based on your situation.
We look forward to working with you for many years.
Richard Grygier
Financial Wealth Advisor
After graduating magna cum laude with an accounting degree from Penn State University, Richard “Rich” Grygier started his career in the corporate financial world. During the next 17 years, Rich worked in New York City, Atlanta, Pittsburgh and Dallas. Most of that time was with Rockwell International. He also worked for the Coopers & Lybrand accounting firm and ended his corporate career as a vice president of finance for Southwestern States Bankcard Association.
Rich’s career then took an unexpected turn thanks to the dedicated efforts of Deacon Denis Simon, who helped Rich realize something was missing in his life. Rich discovered that he really enjoyed helping individuals with their financial plans and investments. That led him to change his career focus to personal financial planning. Rich saw, that in this way, he could make a big difference in people’s lives. He is interested in building long-term relationships with clients, as well as being able to quickly see the direct results from his efforts. More importantly, with guidance from Deacon Simon, Rich also began to understand the importance of developing his spiritual life.
Rich began his financial planning career with Equitable, where he met John Kvale who became Rich’s long-time business associate. After working 15 years with LPL Financial Services and six years with Signal Securities, Rich created his firm Grygier Wealth Management and began working with USA Financial.
Rich serves many different types of clients; however, he focuses on retirement income planning and investments and works with individuals to create their comprehensive financial plans. He enjoys helping them understand strategies designed to protect and grow their nest egg.
Rich has been married to his wife, Susan, for many years and has two grown daughters. They live in Irving, Texas, where they are involved in a number of church activities.
Susan Grygier
Business Manager
Susan Grygier is the business manager for Grygier Wealth Management. She performs all of the back office work, including administration of letters and forms, record keeping and tracking, and ensures the technology is up to date.
Susan’s work experience is in auditing, investments, corporate accounting and financial planning with most of her experience at Rockwell International in corporate financial planning.
She has an MBA and Bachelor of Science in finance, both from Penn State University. In addition to her duties at Grygier Wealth Management, Susan also serves as a part-time business manager for several non-profit entities.
Susan and Rich have been married for many years, with two grown daughters.