Grey Fox Wealth Advisors, LLC

Ryan Bonner is a financial advisor at Grey Fox Wealth Advisors, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Johnson & Johnson, Villanova University, and PricewaterhouseCoopers, LLP. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm employs an academic, long-term oriented investment approach using model-based, customized portfolios primarily composed of low-cost mutual funds and ETFs.

Theodore Lauzen is a financial advisor at Grey Fox Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 designation and has previously worked at Goldman Sachs and Nimbly, LLC. Lauzen served in the United States Marine Corps for ten years before transitioning to the financial sector. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension advisory services. The firm uses a model-based, customized investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Elliot Lauzen is affiliated with Grey Fox Wealth Advisors, LLC and holds Series 63 and Series 65 licenses. He has nine years of experience at Flexpoint Ford, LLC and three years at Altaris Capital Partners, LLC. Lauzen also provides consulting and board member services related to Flexpoint Ford’s investments in several portfolio companies. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm employs a model-based, customized investment approach using primarily low-cost mutual funds and ETFs, incorporating both fundamental and technical analysis to tailor diversified portfolios to client goals and risk tolerances.

Kevin Dombrowski is a Series 65-licensed advisor at Grey Fox Wealth Advisors, LLC with eight years of industry experience. He previously worked at Morningstar, Inc. and MainLine Private Wealth, LLC before joining Grey Fox Wealth Advisors in 2020. Outside of advisory services, he is a Partner at Grey Fox Capital, LLC, a private equity firm focused on Opportunity Zone investments. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension consulting. The firm employs a model-based, academic investment approach using low-cost mutual funds and ETFs, with flexibility for customized allocations and alternative investments.

Aidan Neuberger is a financial advisor at Grey Fox Wealth Advisors, LLC in Rockland, Delaware. He holds a Series 65 credential and has experience that includes a role at Bryn Mawr Trust and ongoing work with the University of Delaware. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension advisory services. The firm employs an academic, long-term oriented investment approach using diversified, model-based portfolios primarily composed of low-cost mutual funds and ETFs.

Bryce Cleveland is a financial advisor at Grey Fox Wealth Advisors, LLC with a Series 65 designation and two years of industry experience. Prior to joining Grey Fox Wealth Advisors, he worked at KPMG LLP and has been the owner of Cleveland & Company, a CPA and accounting practice, since 2022. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm employs a model-based, customized investment approach that integrates fundamental and technical analysis to create diversified portfolios tailored to client objectives and risk tolerance.

Daniel Mc Glinn is a financial advisor at Grey Fox Wealth Advisors, LLC with one year of industry experience. He holds a Series 65 designation and has worked previously at Outerlands Capital, Horizen Labs, and FirstWatch. Outside of his advisory role, Daniel is the founder and operator of FirstWatch Crypto, LLC, which manages a fund investing in liquid digital assets. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension advisory services. The firm uses a model-based, customized approach combining fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerance.

Hans Lauzen is a financial advisor with Grey Fox Wealth Advisors, LLC and holds a Series 65 designation. He has two years of industry experience and has served in the United States Navy since 2011. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm uses an academic, long-term oriented investment approach that combines fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Theodore Poppe is a CFA® charterholder with 10 years of industry experience. He is currently with Grey Fox Wealth Advisors, LLC and has previously worked at Orion Portfolio Solutions, Brinker Capital, BrightHouse Securities, and MetLife Securities. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension/retirement-plan advisory services. The firm uses an academic, long-term oriented investment approach combining fundamental and technical analysis to build diversified portfolios tailored to client goals and risk tolerances.

Hannah Marin is a financial advisor at Grey Fox Wealth Advisors, LLC with Series 65 and Series 66 licenses and three years of industry experience. Prior to joining Grey Fox Wealth Advisors, she worked at The Vanguard Group and has a background that includes service in the Army National Guard. Grey Fox Wealth Advisors serves individual and high-net-worth clients, small businesses, and retirement plans with discretionary investment management, financial planning, and pension advisory services. The firm uses an academic, long-term investment approach combining fundamental and technical analysis to create diversified, customized portfolios primarily composed of low-cost mutual funds and ETFs.