Kariann Gremaud
Director of Client Services
“To our clients, having reliable support makes all the difference. That’s why I’ve dedicated my career to ensuring they receive exceptional care and attention to detail in every interaction.”
With over two decades of experience in the financial industry, I understand the importance of trust and precision. My journey began in 1995 as a wire operator at Morgan Stanley, where I developed a deep appreciation for the relationship between advisors and the families who trust them with their futures. After taking time to raise my two sons, I joined Tony’s team in 2011, bringing my commitment to excellence and attention to detail to serve our federal law enforcement families.
As Director of Client Relations at Mission Point, I help ensure details are managed with the same level of care and precision our clients bring to their own work. From managing new account applications to overseeing compliance requirements and handling transactions, my role is to make the retirement planning process seamless for our clients and their families.
“My mission is to make everyone’s lives easier—especially our clients who spend their careers making life safer for others.”
When I’m not serving our clients, you’ll find me by the water (our backyard pool stays open until Halloween!). I cherish time with my husband Dave of 18 years, our two sons, and our dog Benson.
A Few Things About Me:
- Best Part of My Job: Taking care of our clients’ needs with precision and care
- Professional Philosophy: “Details matter—especially when handling someone’s retirement future”
- Secret to Success: Family support and dedication to excellence
- What Drives Me: Making complex processes simple for our clients
- Bucket List: Helicopter ride over the Grand Canyon
- Perfect Day Off: Anywhere with a palm tree and ocean views
