Rich Jarman is a financial advisor dedicated to helping each client identify and work toward their own unique financial goals. To accomplish this, he partners with clients to create relationships built on mutual trust using disciplined, responsible, personalized and unbiased investment planning. Rich helps clients plan and prepare for the future and to help preserve, accumulate and transfer wealth. 

After graduating (cum laude) from North Carolina State University with a bachelor's degree, Rich worked in the textile industry before beginning his career as a Financial Advisor in 1999. He draws on life experiences taught by his mother, a Certified Public Accountant, and his father, Richard Jarman, a Financial Advisor serving clients since 1965. Rich manages client portfolios with discretion through the Private Investment Management program, and he has also completed the CERTIFIED FINANCIAL PLANNER® program and obtained his CFP® certification.

While he is away from the office, Rich is active in his community. He is a member of First Presbyterian Church of Belmont, NC, formerly served on the Executive Board for the Boy Scouts of America - Piedmont Council and Board of Trustees for the Children's Home Society of NC. Rich served five years as a Board Member for Hospice of Gaston County. In his spare time, he enjoys a variety of outdoor activities, including time on family farm, coaching baseball and basketball for his kids’ teams, most important spending time with his wife and children.

The PIM program is not designed for excessively traded or inactive accounts and is not appropriate for all investors. Please carefully review the advisory disclosure documents for a full description of our services. The minimum account size for this program is $50,000

Isaac Rankin is a financial advisor who enjoys developing relationships and serving people. He provides personalized investment plans to help clients work toward achieving their life goals. Most importantly, he believes in providing the same level of service and care that he would want for his own family.

Isaac holds the Series 7 and 66 securities registrations and is insurance licensed. Isaac graduated from Wofford College, where he earned a bachelor’s degree in psychology and a minor in history. He began his career at Christ School, an all-boys boarding school outside of Asheville, NC, where he served as teacher, coach, and administrator. Isaac also earned an MBA from the Kenan-Flagler Business School at UNC-Chapel Hill in 2016.Outside of his professional work, Isaac enjoys spending time with his wife and three sons, traveling, and writing. He is passionate about giving back to the greater Charlotte area and currently serves as a deacon at Westminster Presbyterian Church as well as a member of the board of trustees for both Habitat for Humanity of the Charlotte Region and Gaston Day School.

Kathy provides administrative support for Grove Capital Advisors.  She has over 35 years of experience in the financial services industry in a variety of roles.  She obtained her securities registration Series 7, 63 in 1989 and Series 65 in 1996.  Originally from Seattle, WA, she relocated to beautiful Charlotte, NC along with her daughter and two cats in 2014 and has never looked back.  Kathy’s outside interests focus on all things fitness related including weight-training, yoga and nutrition.

Matthew J. Marks serves as our Branch Manager and oversees operations, compliance, and other essential functions for our team. With nearly three decades of experience in financial services, Matthew has built a career centered on client service, operational excellence, compliance, and wealth management.

Throughout his career, he has served as an Operations Manager, Compliance Manager, Supervisory Control Specialist, and Financial Advisor, bringing a well-rounded perspective to helping clients pursue their financial goals. Matthew holds FINRA Series 7, 63, 65, 9, and 10 securities registrations, along with Life, Health, and Variable Annuity insurance licenses. He is known for his integrity, attention to detail, and commitment to delivering thoughtful, personalized guidance.

Outside the office, Matthew is an avid runner and enjoys hiking and golfing. He also serves his community as a public address announcer for local high school athletic events. Whether working with clients or volunteering in the community, Matthew is passionate about building lasting relationships and making a positive impact.