Persium Group, a leading advisory firm specializing in wealth management, exit planning for business owners, and retirement plan services, is proud to announce the promotion of Stephen Griner to Chief Executive Officer, effective January 1, 2025. Griner succeeds Patrick Ungashick, who will remain with the company as Board Chairman.

Mr. Griner has been with Persium Group for nearly twenty-five years, serving most recently as President and Chief Operating Officer. Under his leadership, the company achieved significant milestones, including more than tripling its assets under management, implementing process-improving technologies, and delivering excellent client service and satisfaction ratings.

“Stephen’s unwavering commitment to excellence and his ability to drive innovation have been instrumental in Persium Group’s success,” said Ungashick. “His vision and leadership will undoubtedly propel the company to new heights as we continue to navigate an ever-changing market landscape.”

In his new role as CEO, Mr. Griner will focus on accelerating Persium Group’s growth, while fostering a culture that focuses on providing white-glove client service and a rewarding workplace for team members. “I am honored to lead Persium Group into its next chapter,” said Mr. Griner. “Together with our talented team, we will continue to deliver on our promise to our clients and stakeholders.”

Persium Group’s Board of Directors expressed confidence in Mr. Griner’s ability to steer the company toward a prosperous future. Trey Prophater, a member of the Board, stated, “Stephen has a proven track record of success with us spanning more than two decades. He has the vision and commitment to lead Persium Group in achieving its long-term strategic goals.”

About Persium Group:

Persium Group is an independently owned and operated firm that advises business owners, retirement plan committees, and individual investors on pursuing their financial goals.

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