Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Jos Worrell, MBA, CFP®, CWS®
Managing Partner
Jos leads GroveIQ Tax & Consulting with a clear vision: tax efficiency first. As a Certified Financial Planner (CFP®), Certified Wealth Strategist (CWS®), and MBA, he brings a rare blend of wealth management and advanced tax strategy...
Brian Dzingai, MBA, Masters of IPMM
Head of Business Strategy, Client Services
brian@grovewealthsolutions.com
Brian serves as Head of Business Advisory for Grove Wealth Solutions. As acontributing member of the Wealth Management team, his role is to workwith our business owner clients beyond their portfolio to improve financialdecision making...
Marcie Wilmot
Head of Marketing, Communications Coordinator
marcie@grovewealthsolutions.com