Trusted Financial
Guidance
Helping clients grow wealth through disciplined, transparent and researched-backed strategies since 2003
About Us
Grounded in Research. Guided by Integrity.
At Sharper & Granite, we believe that financial guidance should be built on clarity, transparency, and academic rigor. Since 2003, we’ve helped clients across the country make smarter, more informed financial decisions through evidence-based investment strategies and personalized financial planning.
We are an independent fiduciary advisory firm meaning we are legally bound to put your interests first, always. We don’t sell products. We don’t take commissions. Our advice is unbiased, research-driven, and tailored to help you achieve your goals with confidence.
Our Philosophy
We Don’t Predict. We Prepare.
Rather than trying to outguess markets, we rely on time-tested principles backed by decades of academic research. Inspired by the work of Nobel Laureates such as Eugene Fama, Harry Markowitz, and William Sharpe, our investment strategies are designed to help you reach your financial goals while managing risk responsibility.
We focus on what we can control:
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Strategic diversification
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Controlling costs and taxes
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Avoiding emotional decision-making
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Consistent, data-backed rebalancing
We also believe in empowering our clients through education. The more you understand your portfolio, the more confident you’ll feel about your financial future.
What Sets Us Apart
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Fiduciary-Only Advice – No commissions, no product sales, no hidden agendas
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Behavioral Coaching – Helping you stay the course during turbulent markets
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Advanced Modeling Tools – Including Monte Carlo simulations and scenario planning
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Socially Responsible Investing – Portfolios that align with your personal values
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Comprehensive Services – From portfolio construction to retirement, tax, and estate planning
Our Commitment to You
We’re not here to sell you products or overwhelm you with jargon. We’re here to be your long-term partner helping you navigate financial decisions with clarity, confidence, and purpose. At Sharper & Granite, your success is our mission.
Our Team
Experts Who Are Personally Invested in Your Success
With deep expertise in finance, economics and statistical modeling, spanning global corporations, engineering, technology and financial services, our team brings a unique perspective to your financial journey. United by a shared commitment to integrity, transparency, and client success, we collaborate closely to deliver thoughtful, data driven advice tailored to your life, goals and risk preferences. At Sharper & Granite, you’re not just working with an advisor you’re backed by a team that treats your future like their own.
Chris Casanega
Chris Casanega holds over 25 years of experience in the financial services industry, including the past 20 years managing portfolios with Sharper Granite.
Tina Herrera
Tina Herrera is a seasoned leader of investment management and technology market development with over 25 years of experience in public and private sectors.
Ryan Peabody
Ryan Peabody is an accomplished team player with a track record of expertise in financial analysis, presentation, process, and modeling.
Andrew Lessman
Andrew Lessman is a dedicated financial advisor with a strong foundation in business analysis, risk management, and data-driven decision making.