Charlottesville, VA

After graduating from James Madison University in 2025, I joined Financial Growth Partners in July with a simple belief: financial strategies should help you live well now and still be proud of where you’re headed. I spent my early childhood in Wiesbaden, Germany, and that background shaped how I connect with people by staying grounded, open-minded, and focused on what truly matters.

Today, I work primarily with young families and small consulting and private business owners. My goal is to help you build a plan that supports the life you want in the short term while creating real stability and momentum for the long term, so you do not have to choose between enjoying today and being set up for tomorrow.

I have been passionate about finance for as long as I can remember. Even in elementary school, while other kids dreamed of being firefighters or superheroes, I wanted to be an entrepreneur and build something meaningful. That same drive still fuels me, but what fulfills me most now is helping others. I am known for being relentlessly driven, highly relatable, and a natural mentor, and I take pride in making complex financial decisions feel clear, practical, and achievable.

Outside of work, I volunteer as a local soccer coach and genuinely love the kids I coach. I also enjoy weightlifting and stay active through a local running club.

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I'm a Relationship Development Associate with Financial Growth Partners, based out of our Charlottesville office and living in the heart of Staunton, Virginia.

With a strong belief in the power of financial education, I’m committed to helping motivated individuals, families, and small business owners take control of their finances and build strategies that align with their values and long-term goals. My approach is rooted in empathy, clarity, and trust, making it easier for people to feel seen, heard, and confident in their financial decisions.

I joined FGP because I wanted to be part of something bigger than myself, a team that truly supports both financial professionals and clients. My mission is to give back to my community by guiding others toward greater financial stability, independence, and confidence.

I’m especially passionate about working with immigrants, first-generation professionals, and anyone who’s ready to rewrite their financial story. I bring a unique lens to my work through my own experiences as a former newcomer to the U.S., and I strive to create a safe space where people can ask questions, feel empowered, and take the steps they need toward a better future.

Outside of work, you’ll often find me traveling with my husband, enjoying quality time outdoors, or diving into topics like psychology, spirituality, and personal development. These interests keep me grounded and help me show up as my full self, for my clients and for my community. 

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Financial Representative of Guardian.

🎖️ Meet Otis Griffin III, Relationship Development Associate

A Foundation of Trust and Service

Otis recently joined FGP as a Relationship Development Associate, bringing a unique blend of strategic leadership and analytical specialist cultivated over a distinguished 25-year career as an Intelligence Officer in the U.S. Army. Retiring in the fall of 2024, Otis transitioned into the financial industry in the summer of 2025, embracing a new mission: to foster an environment of compassion and trust through financial education and relationships.

Specialized Focus and Core Values

Driven by a genuine commitment to client welfare, Otis focuses on educating and assisting Black and brown families, as well as medical professionals across all disciplines.

"Wealth is the most complete measure of a family’s future economic well-being, yet it is profoundly unequally distributed by race in this country. This systemic inequality leaves many Black and brown households with fewer opportunities for economic mobility. My practice is dedicated to directly addressing this reality by providing education and strategic guidance that empowers these clients to build financial net worth, achieve greater confidence, and create lasting generational sustainability."

This practice is built upon core tenets learned through a life of service: discretion, honesty, respect, loyalty, and integrity. Otis is passionate about creating lasting, positive change within his clientele, ensuring every client knows that he genuinely cares about their welfare and wants to see them thrive.

Proficiency & Education

The skills honed in military leadership—risk management and mitigation, financial and data analysis, decision support, process optimization, and strategic planning—directly translate to empowering clients in their financial journey.

Otis's academic credentials include a Graduate Degree in Public Safety from Capella University (2014) and a Bachelor’s Degree in Homeland Security from the University of Maryland (2012). Since making the career pivot, his personal goal is to continuously expand his knowledge base, gain greater confidence, and become a trusted member of the firm. He was drawn to FGP because its values and vision for the future aligned perfectly with his renewed professional purpose.

Beyond the Office

Otis hails from Waldorf, MD, and believes in discipline and continuous improvement, both professionally and personally. When he isn’t helping families plan their futures, he enjoys spending time with his beautiful wife and children. He also enjoys indulging his passions for cinema and music, and maintains a rigorous commitment to bodybuilding and strength training.

Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian.