Get To Know Us

As an independent financial services firm, we are not required to push product or meet quotas, which means that our professionals have the freedom to apply their broad and seasoned experience toward meeting the individual needs of our clients. In addition, our financial professionals have completed extensive educational programs and hold designations recognized as standards of excellence in the industry.

Learn more about our


Jay Edwards - Principal

Jonathan J. Edwards


Matthew Cahill

Senior Advisor and Chief Compliance Officer

Eunice Halbedel - Granite Financial Partners

Eunice H. Halbedel

Operations Manager

Michael Finnegan - Granite Financial Partners

J. Michael Finnegan

Case Design Analyst

Tom Carver - Granite Financial Partners

H. Thomas Carver

Case Design Analyst

Cassie - Granite Financial Partners

Cassandra Elise Morgan

Administrative Assistant

Our Process

The foundation of our client partnerships is our comprehensive wealth planning process, which transcends simple financial planning to provide high-level wealth preservation strategies and ongoing/enduring/consistent coaching.

Our Philosophy

At Granite Financial Partners, our mission is to simplify complex issues and remove barriers to success. To this end, our customized wealth preservation plans align human, intellectual, social, and financial capital in order to unlock the full power of your resources.