BIOGRAPHY

Gregory Robert Anderson, CFP®

 

Mr. Anderson is the founder and Chief Executive Officer of GRAnderson Wealth Management Group.

GRAnderson Wealth Management Group, Inc. is a registered investment advisory firm specializing in comprehensive financial planning and investment management services designing plans to meet clients' life goals, with an emphasis on alternative investments.

Prior to forming GRAnderson Wealth Management Group, Mr. Anderson completed a 15-year career with financial services giant TIAA-CREF. In his last position with TIAA-CREF, Mr. Anderson was the Managing Director for the Western Counseling Center. In that role he was responsible for the inbound call center that provided financial and retirement planning services to its participants.


Previously, he was the National Sales Director of TIAA-CREF’s Trust Company in St. Louis from 1998 to 2000. He started his TIAA-CREF career in 1990 in the Denver Regional Office. There, he worked directly with institutions and participants, providing financial and retirement planning services. Immediately prior to joining the Trust Company, Mr. Anderson managed the Service Plus and Tax Deferred Annuity units in
the Western Counseling Center. In this capacity, Mr. Anderson was responsible for managing and directing a sales group and a project management team for the division.

Mr. Anderson started his career in the financial services industry with a regional banking group as a commercial loan analyst and banking officer from 1983 to 1986. He then worked with Merrill Lynch as a financial consultant from 1987 to 1990.

Mr. Anderson received his Master degree in Financial Services from The American College (1995), and his Bachelor degree in Business Administration from The Colorado College (1982). He holds the following designations: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU) and Chartered Mutual Fund Counselor (CMFC).

Mr. Anderson’s community activities include board membership with the FINRA District Committee, The Gathering Place, The Owl Club of Denver and the Greater Park Hill SERTOMA Club. He also is an alumnus of Leadership Denver.

He is married to a certified real estate appraiser.  His son attends Prairie View A & M University. Mr. Anderson enjoys outdoor activities such as bicycling and hiking.



Sharlene Juanita Spencer, Vice President

 

As vice president of GRAnderson Wealth Management Group, Sharlene Spencer is a registered representative of MCL Financial Group, Inc. She believes strongly in the benefit of educating clients on the topics of investment strategies and creation of financial plans that address clients’ specific needs.

Prior to joining GRAnderson Wealth Management Group, she was an Investment Representative for Edward Jones. She built and managed an individual business office where she was noted for her sound investment advice, high level of personalized services, and skills with comprehensive financial planning tools. She presented financial seminars and workshops and was a financial host on a local radio station.

Her diversity of professional experiences includes work as a software engineer for the following Fortune 500 companies: Hughes Aircraft Company Satellite Division, AT&T Bell Laboratories, Lucent Technologies, and Avaya. She was awarded a U.S. patent for “System for Processing Incoming Calls Based on Call Priority for Telephone Stations Having Multiple Lines.”

While working as a software engineer, she became a stock trader, earning enough money to put her son through four years of college. In 2001, the stock market’s volatility intrigued her, which moved her to become a stockbroker.
 
She received her Bachelor of Science degree in computer science from the University of Redlands in 1977 and her Master of Science degree in computer science from the University of Denver in 1984. She is NASD registered with both Series 7 and Series 63 licenses. She also holds a Colorado Life, Health, and Disability Insurance License.
 
Deeply committed to the community, she serves as a member of the Denver Workforce Investment Board of Directors, a position appointed by Denver Mayor John Hickenlooper. She also serves as an advisor for Junior Engineers Tomorrow Scientists, a member of the Sankofa Wholistic Health Board of Directors and a member of the Greater Park Hill SERTOMA Club Board of Directors. To top it all off, she is a member of the Black Chamber of Commerce and The Denver Black Pages.
 
A native of Colorado, she has three adult children. She enjoys golf, salsa dancing and jogging.


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GRAnderson Wealth Management Group, Inc.
3773 Cherry Creek North Drive, Suite 575, Denver, CO 80209-3825
303.228.3160    303.388.7708   
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GRAnderson Wealth Management Group, Inc. is an independent financial consulting group that provides personal full-service financial planning and investment management to individuals, families, professionals and businesses.

GRAnderson Wealth Management Group, Inc. is a Registered Investment Advisor. Securities offered through MCL Financial Group, Inc. Member FINRA and SIPC. This is neither a solicitation nor an offer to buy or sell any securities. Solicitation can only be made by prospectus. All investments bear risk. Consult your tax or legal professional before implementing any strategy.

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