Broker Check

Who We Are

 

Grover Financial Services

Jason Grover, AIF®

Founder, Financial Planning Specialist

585-586-5505

585-586-2445

jason.grover@lpl.com

Jason Grover began his career as a Financial Advisor at a large brokerage firm in 2007, where he was part of a team that provided sophisticated investment management advice for individual investors and their families. In 2015, after...

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Theresa Moore

Administrative Assistant

585-586-5505

585-586-2445

theresa.moore@lpl.com

Theresa Moore began her administrative career in the travel industry as a travel agent for over 16 years. In 2001, she left the travel business to become an administrative assistant for a start-up, medical software company. As the...

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JoAnn Kuhman

Administrative Assistant

585-586-5505

585-586-2445

joann.kuhman@lpl.com

JoAnn spent the majority of her career working as an Executive Assistant at Xerox supporting senior level vice presidents and corporate officers. She joined Grover Financial Services in August 2019.

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Consultants

Brendan O’Kelly, CFP®

Financial Consultant

585-586-5505

585-586-2445

brendan.okelly@lpl.com

Brendan was born and educated in Dublin, Ireland, and moved to the U.S. with his wife for a “short-term” corporate assignment in 1984. The “short-term” assignment evolved into a longer exciting and...

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