Who We Are

David Kristopher Griffith was born and raised in the Mohawk Valley.  He resided in Boston for approximately 5 years while attending Boston College and interning at Northwestern Mutual Financial Network; gaining valuable training and experience while working alongside veteran financial planners.  David graduated from the Wallace E. Carroll School of Business in 2000 with a business degree concentrating in finance; he also took several courses in philosophy and sociology.  He was hired full time by Northwestern Mutual in Wellesley Massachusetts to continue his work in assisting veteran life insurance agents with investments and asset management of client monies.

David K. Griffith comes from a long line of financial advisors.  His father David T. Griffith summoned David K. from Boston in 2001 to return to his native Utica to assist with the family business; M. Griffith, then a subsidiary of NBT Bancorp.  There David K worked closely with his father David T. learning the intricacies of managing a financial services firm and of course; learning how to be a financial advisor.  David not only learned from his father, but he also learned from the other eleven seasoned Financial Planners working at M. Griffith.  David K. became dismayed with upper management after M. Griffith became M.Griffith-Locke in 2006.

David K. founded his own financial services firm in January of 2007 on the premise that people will always need a financial advisor with honesty and integrity.  David strives to be active in the community; he’s an avid Rotarian and served on several boards of local non-profits.  He graduated from Leadership Mohawk Valley in 2002 and was awarded by the Mohawk Valley Business Journal’s “40 Under 40” committee in 2003.

In his spare time he enjoys spending time with his fiancé Colette and playing in Utica Rotary’s Tennis League.

Kurt F. Gruenewald, has been the President of his family’s business for 33 years, has a Certificate in Financial Planning from Kaplan College and is a Registered Financial Consultant (RFC). He also has a B.S. from Kent State University and graduated Magna Cum Laude from SUNYIT with a B.E.T. He holds a Series 6 and Series 63 designation.

Kurt specializes in retirement plan rollovers and equity selections.

He is a member of the Whitestown – North Utica Rotary and is an Eagle Scout and Assistant Scoutmaster with Troop 79. Kurt, his wife Kim and son & daughter reside in Marcy, NY.

Gregory M. Coughlin was born and raised in Oneida County. He has a BS in Accounting with a CPA Concentration with a minor in Spanish. He graduated Cum Laude from Utica College founded by Syracuse University.

Greg specializes in various degrees of Tax Preparation and Accounting.

Home ownership, purchase, or sale, Real estate rentals or vacation homes, Healthcare expenses (e.g., medical, dental), Charitable giving, Income earned outside the U.S., Income from multiple States, Military, Small Business, Sole Proprietor, or Self-employed, Corporations, Help with IRS or State notices / audits.

Greg enjoys working with people and helping them understand their tax situations. Working at DK Griffith & Company also allows him the opportunity to encourage his clients to develop plans for their financial future. Greg resides in Utica.