Grow With Me

Andrik Cordero is a CFA® charterholder with nine years of industry experience. He has been with Grow With Me, LLC since 2018 and previously worked at Centaurus Financial Inc. and Richmond American Homes. Grow With Me, LLC is a state-registered advisory firm managing approximately $57.1 million for around 135 clients, including individuals, high-net-worth clients, charitable organizations, and businesses. The firm primarily uses passive investment strategies combined with fundamental and technical analysis, and offers additional services such as employee benefit plan advisory, tax preparation, and insurance through licensed personnel.

John Witten is a financial advisor at Grow With Me with eight years of industry experience. He holds a Series 65 designation and previously worked at W10 Investment Advisers, LLC. Outside of his advisory role, he is a member of TPIS, LLC. Grow With Me is a state-registered advisory firm managing approximately $57.1 million for about 135 clients, including individuals, high-net-worth clients, charitable organizations, and businesses. The firm primarily uses passive investment management with index funds and ETFs, while also incorporating various analytical methods and outside managers, and offers additional services such as employee benefit plan advisory, tax preparation, and insurance.

Alexander Kasper is a financial advisor with Grow With Me, LLC, holding a Series 63 designation and 27 years of industry experience. He has been associated with Grow With Me since 2023 and has maintained an independent advisory practice since 1996. Grow With Me, LLC is a small, state-registered advisory firm managing approximately $57.1 million across 135 client relationships. The firm serves individual, high-net-worth, charitable, and business clients, primarily using passive investment management with index mutual funds and ETFs, supplemented by various analytical approaches and third-party managers. It also offers employee benefit plan advisory services, tax preparation through an Enrolled Agent, and life and health insurance, distinguishing its service offerings among similar firms.