JC Grason

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Call: (888) CALL-JCG

Our People

From the very beginning and every day since, JC Grason has been more than just another financial services firm. As advisors for one of the nation's top financial services firms, our founders were inspired to create an environment where the client comes first and nothing less is expected from our associates than simply doing the very best for people -- it's a reflection of who we are and how we would want to be treated.

Each and every member of our team plays a crucial role in our commitment to excellence and our reputation for unparalleled client service. That's why we've brought together a team of top professionals across different disciplines, from advisors to attorneys to accountants, all supported by a tremendous staff. And yet just as important as what they do, our people are valued because of who they are. We invite you to take a moment to meet our team and get to know the people who are JC Grason.

John P. Fawson

Founder

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p: (888) 225-5524 x0124

As Founder of JC Grason, John Fawson is a man with great entrepreneurial spirit and talent. His hunger for building individuals, creating idealistic work environments, and his drive for succes are just a few of the needed skills and assets that has propelled JC Grason to where it is today.

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Chris A. Graham

Founder

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p: (888) 225-5524 x0105

As one of the company’s Founders, Chris Graham has been instrumental in overseeing the company’s operations and developing a strategic plan to realize the vision held from the very beginning....To help make retirement dreams a reality for retirees throughout the country.

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Teresa Bear, CPA, CFP®

Branch Owner - Mesa Office

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p: (480) 503-0050 x0307

Teresa Bear, owner of JC Grason of Mesa, specializes in retirement planning and asset preservation for retirees and their loved ones. Teresa has been seen in USA Today and is the author of the new book, "She Retired Happily Ever After". Teresa, a graduate of Iowa’s Graceland University, has an MBA from the University of Kansas. She is a Certified Public Accountant who has been practicing in the area of taxation for over twenty-five years. Additionally, she is a Certified Financial Planner™ who combines her knowledge of taxes with her expertise in investments.

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David B. Blickhan, MBA

Branch Owner - Kansas City Office

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p: (816) 746-0080 x0133

David Blickhan began his career with JC Grason as a seasonal Tax Services Professional. After his initial tax season with the company, David became a Financial Services Professional and began helping clients protect their retirement assets. Having served in various leadership roles for the company throughout the years such as Branch Manager, Director of Tax Services, and Director of Compliance, he went on to eventually become owner of the North Kansas City office and has continued building his practice from there.

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Timothy L. Sernett, CPA

Corporate Accountant

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p: 888.225.5524

As our Corporate Accountant and CPA, Tim is responsible for overseeing the accounting processes for the company. Tim has over 20 years of public accounting experience and has been managing his own independent CPA firm since 1989. Tim has been serving the small business community with expertise in the wholesale distribution business, professional service firms, and a wide range of small closely held businesses.

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Angie Geer

Accounting Manager

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p: 888.225.5524

Angie is responsible for day-to-day management of all aspects of the company's accounting to our outsourced accounting clients. With 14 years of bookkeeping experience, she understands the importance of efficiency in the work environment in order to operate in a productive manner. A strong trait she practices and preaches to others is to work because you want to, not because you have to, which allows her to put forth every effort for her clients and assures a successful accounting relationship.

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Dorothy Brogan, J.D.

Attorney - Mesa Office

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Dorothy Brogan, a native New Yorker, focuses her practice primarily in the field of Estate Planning. She brings 16 years of experience as an independent attorney with her to assist JC Grason’s clients. Her warm manner and calm presence help to put everyone at ease during the planning process.

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Bonnie M. Swanson, J.D.

Tax Services Professional - Mesa Office

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p: (480) 503-0050 x0303

Bonnie Swanson, holds a law degree and is licensed to practice in Washington State. Bonnie's background and experience in business law and tax are invaluable in assisting our clients.
Bonnie received her Bachelor's Degree from Pacific Lutheran University and her Juris Doctorate from Seattle University Law School in Washington State.
She wrote two articles for Phoenix Woman Magazine: "Close the Deal - 7 Steps to Selling Your Small Business" and "Changing Hands - Know When and How to Sell Your Business". She is also a contributing author to "She Retired Happily Ever After".

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J. Michael Wolfe, CPA

Tax Services Professional - Kansas City Office

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p: (816) 746-0080 x0126

Mike Wolfe is a Tax Services Professional for JC Grason of Kansas City. In this role, he brings a wealth of experience in the areas of taxation and finance. Clients appreciate his attention to detail and his understanding of the concerns and issues facing today's retirees.

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