About Atticus Wealth Management
It's your journey. We're here to guide you.
At Atticus Wealth Management, we’re not a large, impersonal corporation. We’re a small firm by design, ensuring you receive individualized attention and a financial plan as unique as you are.
Who Is Steve Grogan?
Industrial and Operations Engineering. That’s what it says on my undergrad degree from the University of Michigan; yet here I am, a financial advisor. Let me give you some more background so you can get an idea of who you’ll be working with and what unique strengths I bring to the table.
- University of Michigan Alumni #GoBlue
Undergrad &
MBA
- Eagle Scout
- Recovering Automotive Engineer
- Problem Solver
- Hater of Government
The Journey From Engineering to Finance
Having always had an aptitude for problem solving, it seemed only natural for me to become an engineer. I started out my professional career working as a design engineer for a Tier 1 automotive supplier. While I was there, I began working on my MBA. This is where I developed my passion for business and finance.
When the automotive industry crashed in 2009, I took the opportunity to apply my engineering skills in a different industry. I started my advisory career with MassMutual in mid-2009 and later went independent to be able to better serve my clients.
Financial Qualifications
- CERTIFIED FINANCIAL PLANNER® Professional
- Life & Health Insurance License
The CERTIFIED FINANCIAL PLANNER® certification is the standard of excellence for financial planners. CFP® professionals have met extensive training and experience requirements and commit to CFP Board’s ethical standards that require them to put their clients’ interests first.
The Five Star Wealth Manager award was issued on 05/01/2026 by Five Star Professional (FSP) for the time period 09/10/2025 through 03/03/2026. Fee paid for use of marketing materials. Self-completed questionnaire was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 3902 Detroit-area wealth managers were considered for the award; 262 (7 % of candidates) were named 2026 Five Star Wealth Managers. Wealth managers do not pay a fee to be considered or placed on the final list of Five Star Wealth Managers. The award is based on 10 objective criteria which can be found HERE.
Third-party rankings and recognitions are not indicative of future investment success and do not guarantee that any client will experience a certain level of performance or results. Such ratings are not endorsements, and are not representative of any one client’s experience. Rankings are generally based on information provided by the adviser and/or assets under management. For additional information regarding the criteria and methodology used, please refer to the issuing organization’s website.
Personal Stuff
- Husband
- Father of three
- Hockey Coach and Mediocre Beer League Player
- Volunteer
- Board of Directors, Past Chairman – Connect Macomb
- Board of Directors, Past Chairman – Live Life Federal Credit Union
- Music lover
- Enjoy time at the family cottage on Lake Huron
That’s my dad and uncle on the sailboat!
Why Atticus?
My oldest son’s middle name is Atticus. It was chosen for him because of Atticus Finch, the main character in Harper Lee’s To Kill a Mockingbird.
Atticus Finch was a strong, intelligent, wise, and morally straight hero. These are characteristics I want my son to embody, and characteristics I want my advisory practice to embody.
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Before I can live with other folks I’ve got to live with myself. The one thing that doesn’t abide by majority rule is a person’s conscience.
Atticus Finch
Who You'll Work With
Meet the Team
Zack Smith
Associate Financial Advisor
Zack spent his early career teaching high school economics before switching to financial planning. Nine years later, he's still doing the same thing he did in the classroom — taking complicated stuff and making it make sense.
Backed by Savvy's Investment & Operations Team
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Anshul Sharma
Chief Investment Officer
Leads investment strategy and portfolio design, drawing on nearly 20 years at Bank of America and a Master's in Financial Engineering from UC Berkeley.
Wade Montgomery
Client Services Manager
Over 12 years of experience across banking, insurance, and advisory operations, focused on keeping your service experience smooth and responsive.
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Paul Criscitiello
Investment Operations Manager
Background in equity trading and institutional portfolio management, previously managing centralized portfolios at Brown Brothers Harriman.
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David Gao
Investment Operations Manager
Oversaw more than $1 billion in trading operations before joining, with a background in portfolio allocation and risk management.
Let’s Talk
Book a no-obligation call to learn more about what makes Atticus Wealth Management different.