Grandy Bell Team
R. Todd Grandy, CLU®, ChFC® started with Northwestern Mutual right out of college in 1988. Todd and his team have established a nationally recognized firm assisting owners and executives of closely held and public companies to provide seamless risk management, insurance, benefits and financial planning solutions. Todd has developed an expertise to assist companies and their executives with key person and/or stock redemption liquidity planning, supplemental disability income needs and disability key person, disability buy-out and disability overhead expense planning. Todd has also done extensive work in the qualified retirement plan market, helping companies to implement and improve these plans, as well as the design of non-qualified compliments to these programs.
Todd and his wife reside in Ruxton, Maryland, and have three children. When he is not at the office, Todd enjoys spending time running, cycling, skiing or just being outdoors. Todd is a former Board Member of the Baltimore Chapter of the Society of Financial Service Professionals and St. Paul’s School Strategic Planning Committee.
Jason (‘Jay’) Bell, CPWA®, CFP®, is a partner at Grandy Bell Partners (GBP) overseeing the financial planning and wealth management division of the firm. Jay specializes in multi-generational financial planning and wealth management for established families, business owners and professionals. Jay matriculated at the Yale School of Management where he received the Certified Private Wealth Advisor® (CPWA®) professional designation. He is also a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. He has his Series 7, 31, and 66 securities licenses.
Prior to partnering with Todd Grandy to form GBP, Jay ran Bell Wealth Management Group (BWMG) for 10 years. Prior to establishing BWMG, Jay held positions in Morgan Stanley’s Global Wealth Management Division and was a capital markets analyst at a boutique investment bank, InCap Group.
Jay was born and raised in Baltimore, Maryland and attended Calvert Hall College High School and then graduated University of Maryland, College Park. He loves spending time with his wife, Katelyn and their two rescue dogs, Lilly and Reed. Jay is an avid college wrestling fan, a die-hard Baltimore Ravens and Maryland Terps fan. Jay currently sits on the board of the Baltimore Community ToolBank and volunteers at Adopt a Homeless Animal.
Mike started his financial services career in 2013 and has been with Northwestern Mutual since 2016. Mike is passionate about helping his clients understand where they are in respect to their goals and assists them by create a financial road map to get and stay on track. To Mike, financial planning is really all about having options. Mike and his team work diligently to deliver a financial planning experience that incorporates great customer service, high quality financial plans, and efficient execution.
Mike is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and holds his Series 7 and 66 securities licenses as well as his Life and Health Insurance license.
Mike grew up in Ellicott City, Maryland and attended Howard High School. He then attended Bellarmine University in Louisville, KY, where he played division 1 lacrosse. Outside of work, Mike enjoys working out, playing lacrosse, and spending times with his family, friends, and girlfriend.
Ron Lipka joined Northwestern Mutual as a Financial Representative in 2007. He began his career as a buyer for McCormick & Company in Baltimore, but soon realized that he desired more autonomy and the opportunity to have an impact in the lives of others. As Ron began to work with his Northwestern Mutual clients it became clear that this was exactly the path that he was looking for. As a Financial Advisor Ron works closely with his clients by getting to know what is important to them and helping them to implement steps that will ultimately move them closer to achieving their financial goals. This personal interaction and the ability to make a financial plan come to life for his clients is exactly what drives Ron to grow his practice and expand his impact.
Ron is inspired by the opportunity to make a positive impact on the financial wellbeing of every client who he meets. He achieved his Chartered Financial Consultant (ChFC®) designation in 2016 to expand his expertise, and currently specializes in working with physicians and business owners – specifically those with families and comprehensive planning needs.
In 2019 Ron combined his practice with another Northwestern Mutual financial firm, Grandy Bell Partners, with the goal of expanding the offerings that he could bring to his clients. As a financial professional, Ron has extensive training, over 10 years of experience in the financial field, and access to some of the strongest products in the industry. His firm now has the additional benefit of managing extremely complex client planning needs in-house with the support of his team and his partners.
Jane Goodrick, CLU®, joined Northwestern Mutual in January 1995. Currently, Jane is Director of Operations for Grandy Bell Partners, and is responsible for human resources, technology and team workflow.
Jane was born and raised in Baltimore, attended Virginia Tech and currently lives in Baltimore City with her husband Joe.
In 2018, Chuck graduated from Bucknell University with a degree in Economics and minor in Philosophy. Shortly after, he began his financial services career with Northwestern Mutual. He is committed to understanding each client’s goals relative to their current situation and works diligently to help clients navigate their financial future. He holds his Series 6 and 63 Licenses.
Chuck grew up in Baltimore, attending Gilman School and Friends School of Baltimore. While at Bucknell he was actively involved in Men’s Rugby. Outside of work Chuck enjoys being outside, working out, and spending time with friends and family.
Bonnie joined Northwestern Mutual in 2017 and joined Grandy Bell Partners in 2018. Currently Bonnie oversees the firm’s insurance and policyowner services operations.
A graduate of Towson University, Bonnie enjoys spending her time doing arts & crafts and spending time with her family. Bonnie resides in Shrewsbury, PA with her husband, Sean, and their three children.
Christy started with Northwestern Mutual in April 2015 and recently joined the Grandy Bell Partners Team in 2019. Currently, Christy helps serve the firm’s insurance division and supports policyowner operations. One of her greatest strengths is her positive attitude and providing clients with a consistent, high level of service.
Christy is a Maryland native, growing up in Northern Baltimore County. She graduated from Towson University in 2001, obtaining a bachelor’s degree in Business Administration with a concentration in Marketing. Christy resides in Parkton, Maryland with her husband and three children. In her spare time she enjoys spending time with her family and friends, cheering her kids on from the sidelines, gardening and playing tennis.
Connie Stevenson joined Grandy Bell Partners in 2020 and has over 20 years of experience in the insurance industry. Connie is the Director of Insurance Operations and works very closely with our clients during the underwriting process and plays integral part with our operations team. Connie resides in Joppa MD with her 2 children. In her spare time, Connie enjoys the outdoors, camping, hiking and traveling.
Stratton runs point on Business Development for Grandy Bell Partners (‘GBP’), helping to secure new private and institutional clientele who require assistance with wealth management, financial, tax, estate and employee benefit planning.
After receiving his degree in Economics with a focus in Finance from Southern Methodist University, Stratton spent two years working in Dallas as a consultant to private equity firms nationally. After expanding his network and honing his skills with C level private equity executives, Stratton has returned to Grandy Bell Partners to spearhead and further accelerate the firm’s remarkable growth.
Along with running the firm’s business development efforts, Stratton will be expanding the GBP footprint in TX area using his 8-year experience and connections within the DFW Private Equity market. Stratton lives in downtown Dallas, enjoys hiking with his dog, Hendrix, and anything outside.