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Video: Ricky’s Beginnings and Where the Company is Today

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Who We Are

We help individuals and families align their financial and emotional wellbeing to gain peace of mind in what feels like an upside down world. We accomplish this by asking questions then listening. We seek first to understand your most important relationships and the effects of those relationships on your financial resources.

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Ricky Grunden, Sr.

President & CEO

CFP®, AIF

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Ricky Grunden, Sr.

Email: rgrunden@grunden.com

Ricky Grunden, Sr., the founder of Grunden Financial Advisory, has been serving clients in the financial services arena for more than four decades. His greatest accomplishment by far is marrying his wife Marsha over 40 years ago back in 1976 and together having, and raising their eight children. Ricky & Marsha began homeschooling in 1982 graduating two from homeschool, two from Coram Deo Academy and four from Denton Calvary Academy. Ricky & Marsha have lived in the Denton area since 1973.

Ricky began his career in the financial industry as an insurance agent in 1974. After earning his Certified Financial Planner credentials, he joined a top-producing branch of a Houston broker-dealer, which subsequently became a well-respected Dallas money-management firm.

Because he values the wealth management process, Ricky chose to include wealth management, financial planning, and investment management in his solutions to his clients' most challenging financial issues. In January 2001 Ricky returned to his roots by founding Ricky Grunden Investment Advisors, which soon became Grunden Financial Advisory, Inc.

Ricky’s Notable Recognitions and Accomplishments:

  • Certified Financial Planner (CFP®)
  • Accredited Investment Fiduciary (AIF®)
  • Named one of Texas' FIVE STAR Wealth Managers in Texas Monthly magazine (2009-2019)
  • Named a “Top Financial Planner” by D Magazine (2002, 2006-2016)
  • Named a "Top Wealth Manager" by D Magazine (2017-2018)
  • Board of Directors, Texas Association of Business (2007–2009; 2011–2013)
  • Board of Directors for DATCU (2008-2014)
  • School Board President, Denton Calvary Academy (2011-Present)

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Dave Ragan

Vice President of Financial Planning

CFP®, AIF

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Dave Ragan

Email: dragan@grunden.com

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As a college student, Dave dreamed of one day traveling the world as a National Geographic photographer … until he attended a personal finance class at the University of North Texas. A flash went off in his mind, and the financial world suddenly seemed more meaningful to him than photojournalism. Soon after experiencing this epiphany, Dave changed his major from journalism to finance, graduating from the University of North Texas in 2003. Since then, he has never looked back.

Of Dave's tenure at Grunden Financial Advisory Inc., owner and CEO Ricky Grunden Sr. says, “Dave Ragan was an impact player, and he immediately developed what became the platform to write and implement hundreds of financial plans, investment plans, and wealth management plans for Grunden clients.” Ricky rewarded Dave's efforts with partnership in 2012, and today he is Vice President of Financial Planning.

Dave's expertise is recognized by the University of North Texas, where he teaches the senior-level financial planning class. And his commitment to education doesn’t end there—he recently spearheaded a successful effort to secure a $50,000 grant from TD Ameritrade to improve financial planning programs nationwide through initiatives taken by the University of North Texas.

Dave never snapped a single frame for National Geographic, but when he is not implementing expertly written wealth management plans, you will find him traveling across the United States with his travel trailer and his wife and three children, capturing their experiences with his Cannon T6i camera. Check out his Instagram photos here. Over coffee Dave is equally comfortable talking about Yosemite National Park or about developing a claiming strategy for Social Security.

Dave’s Notable Recognitions and Accomplishments:

  • Leadership Denton Graduate - 34th class (2019)
  • Investment News 40 under 40 (2018)
  • Certified Financial Planner (CFP®)
  • Accredited Investment Fiduciary (AIF®)
  • Named one of Texas’ Five Star Wealth Managers in Texas Monthly magazine (2013-2019)
  • Adjunct Professor of Finance at the University of North Texas (UNT)
  • Part of the Closing Bell ceremony on the New York Stock Exchange (2015)

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Frank Cornett

Financial Planning Specialist

CFP®

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Frank Cornett

Email: fcornett@grunden.com

From a young age, Frank, as every 8 year old boy dreams, had every intention of playing baseball on the biggest stage and playing center field for the Texas Rangers.  As he got older, Frank saw baseball as a great opportunity to have college paid for and to continue to play his favorite childhood game. 

During his sophomore year of college at McMurry University, a shoulder injury derailed his professional baseball aspirations.  Recovery proved tough and provided ample time for self-evaluation and a reset of priorities.  Frank would be the first to tell you that during this time he became consumed with the idea of becoming an investor in order to provide the best life for his future family.  He began reading investing books, watching the stock market, and pursued the idea of what it takes to achieve financial freedom.  At the age of 20, although it was still a few years away, he envisioned his first job upon graduation and began drafting budgets for that occasion.

The more he read and worked on his personal finances, the more he realized how much he enjoyed doing for himself what he wanted to do for others. Frank transferred to the University of North Texas and discovered UNT offered the CFP Board Certified program, fueling his interest to continue learning how to help people make good decisions with their money. In his senior Financial Planning capstone class, Frank participated and won the Financial Planning competition hosted by UNT, winning a $1,000 scholarship.  This achievement only solidified his interest in financial planning and helping his clients reach their own personal financial goals.

Frank has a degree in Applied Technology and minor in Financial Planning from the University of North Texas. Frank enjoys following the Texas Rangers and spending time with family and friends.

Frank's Notable Recognitions and Accomplishments:

  • Certified Financial Planner (CFP®)

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Susy Grunden

Operations Manager

CFP®

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Susy Grunden

Email: sgrunden@grunden.com

For fifteen years of her life, Susy spent anywhere from 20 to 40 hours a week practicing, analyzing, and progressing in the sport of golf.  This effort led to a full college scholarship and taught her aspects of life she would not trade for anything. By her senior year in college, she hit Malcom Gladwell’s Outliers 10,000 hour mark in her golf career. Her foundation was laid and day by day she became more fundamentally sound. While external factors would challenge her, she still had a sense of confidence she belonged and could compete with the best players in the country.

Now, as an integral part of Grunden Financial Advisory, Inc., Susy has come to realize her role as the Office Administrator is not much different than being a member of an elite sports team. Through dedication, belief, character, and an emphasis on adding value, there is a commitment within the firm to help client’s reach their goals. Susy enjoys being a part of an organization that is dedicated to seeing clients become financially secure so they may enjoy their lives to the fullest.

Susy graduated from Texas A&M University with a degree in University Studies emphasis in Business and Minors in Communication and Economics, along with being a 2 year Letterman for the women’s golf team.

Susy enjoys spending time with her seven brother and sisters, being an aunt, friend, golfer, and enjoying the outdoors.

Susy’s Notable Recognitions and Accomplishments:

  • Certified Financial Planner (CFP®)
  • Full scholarship for Texas A&M Women’s Golf Team
  • Name Fellowship Christian Athlete of the year 2012-2013

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WHAT WE DO

 

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We would love the opportunity to become your trusted advisor.
Read more about Grunden in our Form CRS filing with the SEC.
Portions of our continuity plan are engaged.
Contact (940) 591-9007 at our office for more details or to set up an appointment.

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Get to know us

Phone: (940) 591-9007
Fax: (940) 323-1166
Toll Free: (877) 305-4774

Email: info@grunden.com

515 South Carroll Boulevard, Denton, TX 76201

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