Grant Joiner, CFP®, EA — founder of Vineyard Wealth Group

Our Team

Grant Joiner, CFP®, EA

Grant Joiner founded Vineyard Wealth Group to bring independent, holistic financial planning to the Martha’s Vineyard community. A longtime Island resident and graduate of Martha’s Vineyard Regional High School, he earned a Bachelor of Science in Marketing from Arizona State University and an Executive Certificate in Financial Planning from Georgetown University.

Grant’s financial services career spans two decades. He spent nearly 14 years at Charles Schwab, where he managed one of the firm’s largest wealth management complexes with over $15 billion in assets and more than 30 employees. He later served as a Senior Financial Advisor at Martha’s Vineyard Investment Advisors before launching Vineyard Wealth Group.

Grant is both a CERTIFIED FINANCIAL PLANNER® professional and an Enrolled Agent (EA), federally authorized to represent taxpayers before the IRS. He also holds several additional designations, including Accredited Asset Management Specialist®, Chartered Mutual Fund Counselor®, and Six Sigma Black Belt. His work has earned recognition on the “40 Under 40” lists from both the Alexandria and Martha’s Vineyard Chambers of Commerce, as well as multiple appearances on Washingtonian Magazine’s list of Washington, DC’s Best Financial Advisors.

Outside of work, Grant serves on the board of the Martha’s Vineyard YMCA, runs with the Amity Island Running Club, and has completed the Boston Marathon in support of the Doug Flutie Jr. Autism Foundation. He lives in West Tisbury with his wife Chelsea and their two children.

Education, Licenses, and Designations

  • CERTIFIED FINANCIAL PLANNER®

  • Enrolled Agent federally authorized to represent taxpayers before the IRS

  • Accredited Asset Management Specialist® and Chartered Mutual Fund Counselor®

  • Series 7, 9, 10, 66 Securities Licenses, Life & Variable Annuity Insurance License

  • Bachelor of Science in Marketing – Arizona State University, 2007

  • Executive Certificate in Financial Planning – Georgetown University, 2013

  • Six Sigma Black Belt - Ira A. Fulton Schools of Engineering, Arizona State University, 2011

Founder | Financial Advisor
Cedomir “Chad” Dzunic - Associate Advisor - Vineyard Wealth Group

Cedomir “Chad” Dzunic

Cedomir “Chad” Dzunic joined Vineyard Wealth Group as an Associate Advisor, bringing a well-rounded background in finance, investment operations, and client service. Originally from Serbia, he has lived on Martha’s Vineyard for more than 12 years and has developed deep ties within the community. He holds a degree in Business Management with a concentration in Investment Management and began his career with four years at MV Bank and Martha’s Vineyard Investment Advisors, building a strong foundation in wealth management and client support.

At Vineyard Wealth Group, Chad plays a central role in both client engagement and the firm’s day-to-day operations. He works directly with clients across all aspects of financial planning and investment management, participating in meetings, preparing portfolio analyses, and ensuring consistent follow-through and communication. He is also actively involved in the firm’s internal development, including workflows, compliance processes, and operational improvements that support long-term growth.

Chad brings a disciplined, client-focused mindset shaped by years of experience in relationship-driven roles. His ability to combine technical understanding with clear communication helps clients navigate complex financial decisions with confidence. Prior to joining Vineyard Wealth Group, he further strengthened these skills at Comcast on Martha’s Vineyard, where he became known for professionalism, responsiveness, and delivering thoughtful, tailored solutions.

Outside of work, Chad enjoys staying active through running and pickleball, being part of the local community, and staying informed on markets and global developments that influence the financial landscape.

Associate Advisor

Chase Sherer

Chase Sherer joined Vineyard Wealth Group as an Analyst, where he supports the firm's investment, operational, and educational initiatives. His responsibilities include portfolio management and rebalancing support, investment research, content development, and helping build the internal systems and processes that enhance both advisor efficiency and the client experience.

Prior to joining Vineyard Wealth Group, Chase worked on the Private Infrastructure team at Partners Group, a global private markets firm, where he supported investor communications, fundraising efforts, and portfolio analysis for one of the firm's flagship infrastructure strategies. He also gained wealth management experience at Martha's Vineyard Investment Advisors, contributing to client reporting, operational improvements, and advisor support initiatives.

In addition to his professional experience, Chase founded and operated a residential and commercial power washing business while attending Miami University, serving more than 200 clients over five years. The experience provided firsthand insight into the challenges faced by small business owners and reinforced his appreciation for disciplined financial decision-making, long-term planning, and client service. Chase earned a Bachelor of Science in Finance from Miami University's Farmer School of Business, graduating in three years.

Analyst
Madison Ibsen - Manager of Operations and Finance - Vineyard Wealth Group

Madison Ibsen

Madison Ibsen joins Vineyard Wealth Group as Manager of Operations and Finance. A Martha's Vineyard local, Madison founded Abundance Bookkeeping to help small businesses throughout the Island and the Northeast take control of their finances with personalized, hands-on support.

Before striking out on her own, Madison built her operational chops at the Martha's Vineyard Film Festival and, most recently, as the Operations Manager for an Educational Consulting firm in Connecticut, where she drove meaningful efficiency improvements and supported significant revenue growth. Her work has spanned everything from bookkeeping and payroll to client intake, contracts, and process improvement; basically, if it keeps a business running smoothly, Madison has probably done it.

She brings to Vineyard Wealth Group the same thing she's always brought to her clients: sharp attention to detail, a calm and organized presence, and a genuine commitment to making things work well for the people she serves.

Manager of Operations & Finance

Charlie Porterfield

Charlie Porterfield is a Finance major at the Isenberg School of Management at the University of Massachusetts Amherst, with a minor in Environmental Science. Born and raised in Vineyard Haven, Charlie is passionate about helping individuals and families build financial confidence while making a positive impact in their communities.

Before joining Vineyard Wealth Group, Charlie worked in a variety of roles across the Island, including both Vineyard Haven and Edgartown Harbor Masters, aquaculture, and customer service. These experiences helped develop his strong work ethic, attention to detail, and commitment to serving others.

At UMass, Charlie is involved in finance, sustainability, and leadership initiatives, combining his interests in wealth management, financial planning, and environmental stewardship. He is particularly interested in helping clients align their financial goals with their long-term values and aspirations.

Outside of work and school, Charlie enjoys boating, fitness, community service, and spending time on the waters of Martha's Vineyard.

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