Connect • Direct • Simplify • Coordinate

The Berra-Griffin Wealth Management Group connects, directs, simplifies, and coordinates you and your extended family’s financial life. The multigenerational aspect of our team allows us to develop long term relationships and engage clients across their many life stages.

Get to Know Us

Collectively, the Berra-Griffin Wealth Management Group has more than 100 years of experience in the financial services industry.

Laura Berra, CFP

Managing Director - Investments

Willie Griffin

Senior Vice President - Investments

Angie Yates

Senior Registered Client Associate

Robin Gardner

Senior Registered Client Associate


We strive to be there for our clients as they need us.

We are always ready to advise and guide you through every aspect of your financial life to help you connect the money you have today with your dreams for tomorrow.