About — Gravvitas Get Your Free Tax Reduction Estimate →

Meet the team

Credentials attached to real work.

Jake Ackerman

Jake Ackerman

Lead Advisor & Chief Market Strategist

Ernest Johnston

Ernest Johnston

Investment Executive

Julie Tran

Julie Tran

Wealth Management Assistant

Kimberlee Dekrey

Kimberlee Dekrey

Client Services Manager

Pleasant Middelhof

Pleasant Middelhof

Director of Client Relations

How we operate

Three things that don't change.

01

We decline before we disappoint.

If the math doesn't work for your situation, we'll tell you before you sign anything. We don't take engagements we can't deliver on — that's how we protect the guarantee.

02

Credentials on the work, not the wall.

Every assessment is signed by a CPA and licensed tax attorney. Not reviewed, not supervised — signed. The credential means something when it's attached to a specific finding for a specific client.

03

Year-round or not at all.

Tax strategy is a calendar-year discipline. We don't offer a filing service. If a client wants someone to call in April, we're not the right fit — and we'll say so.