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John G
Series 63, Series 65
Downers Grove, IL
Bentley Financial Group
John Gritis is a financial advisor with Bentley Financial Group and holds Series 63 and Series 65 licenses. He has 39 years of industry experience and has been with Bentley Financial Group since 2014. Prior to this, he worked at LPL Financial starting in 2009 and has operated his own firm, Domino, Gritis & Co., since 1976. Gritis is also a one-third owner of a manufacturing company and provides tax preparation and corporate accounting services through his accounting firm. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary client assets, employing fundamental analysis and third-party managers, while offering a range of LPL-sponsored managed account programs and a proprietary wrap program.
Michelle P
CFP®, Series 66
Downers Grove, IL
Bentley Financial Group
Michelle Pezzulo is a CFP® with nine years of industry experience, currently serving as an advisor at Bentley Financial Group. She has been with Bentley Financial Group and affiliated with LPL Financial since 2016. Outside of her advisory role, she is a notary public for the state of Illinois. Bentley Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $393 million in discretionary client assets and typically implements client-directed investment policies using fundamental analysis, options hedging, and third-party independent managers.
Jeffrey G
CFP®, Series 66
Downers Grove, IL
Bentley Financial Group
Jeffrey Gritis is a CFP® with 22 years of industry experience, currently serving at Bentley Financial Group since 2014. He has also worked with LPL Financial and Waterstone Financial Group, and operates Gritis & Associates, where he provides tax preparation services. Bentley Financial Group offers investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm employs fundamental analysis and third-party independent managers, providing both asset management and retirement-plan advisory services while managing approximately $393 million in discretionary client assets.
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