Valmark Financial Group
Patrick J. Grismer III, CPA, currently serves as the Director of Accounting at Valmark Financial Group since October 2024. Previously, Patrick held the position of Director at CLA (CliftonLarsonAllen) from February 2023 to September 2024, following a role as Senior Audit Associate III at SobelCo prior to its merger with CLA. Patrick's extensive experience in auditing began as an Audit Intern at Brockman, Coats, Gedelian & Co, progressing through various roles at Sikich and Apple Growth Partners, culminating in positions as Senior Audit Associate. Earlier career experience includes roles in customer service and sales. Patrick earned a Bachelor's degree in Accounting and a minor in Marketing and Sales from The University of Akron.
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Valmark Financial Group
Since its founding in 1963, Valmark Financial Group has been at the forefront of the financial services industry, working exclusively with successful entrepreneurial wealth transfer and wealth management firms to meet the unique and ever-changing needs of our clients. Our entities specialize in providing life insurance, equity, investment advisory, risk management, and retirement plan products and support services for the industry’s top tier of financial advisors. To learn more about Valmark Financial Group visit our website at: www.valmarkfg.com Securities offered through Valmark Securities, Inc. Member FINRA/SIPC. Investment advisory services offered through Valmark Advisers, Inc., a SEC Registered Investment Advisor.