The People Behind the Plan
Advisors Who Take
Your Future Personally
Every member of the Granite Bridge team brings a depth of expertise and a genuine commitment to the families we serve. Together we cover the full spectrum of financial planning — with particular depth in retirement income, tax strategy, and investment management. And from the very first conversation through every year of your planning relationship, our Director of Client Experience ensures the experience reflects the same standard as the advice.
Our Team
Your Planning Partners
Brian Hartmann, CFP®
CEO & Partner — Certified Financial Planner™
Brian is a founding partner of Granite Bridge Wealth Management with a career spanning more than 25 years in business and financial advisory. After an early career in high-growth technology commerce, Brian transitioned to wealth management in 2008 — driven by a conviction that affluent families deserved better, more conflict-free guidance than the industry was offering.
His practice is built on deep, multi-generational relationships, with families and businesses trusting him to navigate complex financial decisions over the long term. Brian serves on the Osaic National Advisory Board — representing over 13,000 advisors nationwide — and previously served as Chairman of the NextGen Advisory Board.
"My role is to help clients make informed, confident decisions — so they can focus on what matters most. Great planning starts with truly understanding a family, not just their balance sheet."
Brian Diffily, BFA™
Partner — Investment Advisor Representative
Brian is a founding partner of Granite Bridge with more than 20 years of experience as a financial and insurance advisor. His expertise spans family financial planning, long-term care strategy, and the unique protection needs of business owners and individuals seeking lasting financial security.
Recognized with the ACE (Achieving Client Excellence) Qualifier and Agency Leader's Qualifier, Brian is known for making the planning process personal, approachable, and genuinely empowering — helping clients move from financial uncertainty to financial significance.
"As an independent advisor, I bring ethically-sourced, unbiased tools and advice to every client. My goal is always the same: they leave our conversations feeling comfortable and confident about their financial future."
Jason Rausch, CFP®, CFA®
Certified Financial Planner™ & Chartered Financial Analyst
Jason brings a rare combination of credentials and experience to Granite Bridge — two decades in institutional investment management in New York City, where he oversaw multi-asset class portfolios ranging from asset allocation funds to derivatives strategies, followed by the founding of a personal income tax planning and preparation practice.
That combination — deep investment expertise paired with genuine tax planning skill — makes Jason especially valuable to clients navigating complex retirement income decisions. He is a CERTIFIED FINANCIAL PLANNER™ and CHARTERED FINANCIAL ANALYST, among the most rigorous designations in the profession.
"My greatest satisfaction comes from the trust of my clients — whether through a heartfelt email or a handwritten note. Helping families achieve their goals with clarity and confidence is what drives everything I do."
Julianna Turk
Director of Client Experience
Julianna is the person who makes everything feel effortless. As Director of Client Experience at Granite Bridge, she is the first voice many clients and prospects hear — and the steady presence they rely on throughout the entire relationship. From your very first inquiry to the ongoing rhythm of your planning partnership, Julianna ensures that every interaction is handled with warmth, precision, and genuine care.
With a degree in communications from William Paterson University and a background in the insurance industry, Julianna brings both the interpersonal skill and the financial process knowledge to navigate anything that comes up on a client's behalf. She coordinates seamlessly between clients and the advisory team — handling inquiries, logistics, and follow-through so that nothing falls through the cracks.
What sets Julianna apart isn't just her efficiency — it's the way she makes complex financial processes feel human. She takes pride in building relationships where clients feel known, not just managed. For high-net-worth families who expect a higher standard of service, she delivers it consistently.
"People will forget what you said, people will forget what you did, but people will never forget how you made them feel." — Maya Angelou. This is the standard Julianna holds herself to in every client interaction."
Operations
Behind the Scenes
The precision and reliability our clients experience is supported by dedicated operational expertise working behind every client relationship.
Alexandria DeZao
Insurance Coordinator — Livingston, NJ
Ali manages the licensing, contracting, and case coordination for all insurance strategies at Granite Bridge — ensuring that every protection solution is executed with precision and care. A licensed Life and Health Insurance Representative with deep operational expertise.
aturk@acornfs.comLet's Connect
The Right Advisor Relationship
Starts With a Real Conversation
We'd love to learn about your situation and share whether we think we're the right fit — no pressure, no pitch.
