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 nearly two decades. He spent 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
Cedomir "Chad" Dzunic
Cedomir “Chad” Dzunic joined Vineyard Wealth Group as an Associate Advisor, bringing a strong foundation in finance and client services. Originally from Serbia, he has called Martha’s Vineyard home for more than 12 years. 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, gaining hands-on experience in investment strategies and wealth management.
Chad combines technical expertise with a client-focused approach. Before joining Vineyard Wealth Group, he strengthened his service skills as a customer service representative with Comcast on Martha’s Vineyard, where he became known for professionalism and tailored solutions.
In his free time, Chad enjoys hiking, running, and playing pickleball on the Island.
Ben Williams
Ben Williams joined Vineyard Wealth Group as an Associate Advisor on October 1, 2025. Ben’s family moved to Martha’s Vineyard in the early 90’s and he attended the Chilmark and West Tisbury schools before graduating from MVRHS in 2008 and from Reed College in Portland, Oregon in 2014.
Ben’s career path is as diverse as the Island itself. Over the years, he has worked in many of the Vineyard’s seasonal industries — from landscaping and carpentry to catering and bartending. Professionally, he combined his writing background with technical skills, working in machine learning as a linguistic tester, serving as an Associate Customer Success Manager at SurveyMonkey, and most recently, as Customer Success Lead at Checkbox Technology Inc.
In September 2025, Ben ran his third marathon, guiding a visually impaired runner through the Berlin Marathon as part of Achilles International. An avid reader, writer, and runner, Ben is thrilled to return home to Martha’s Vineyard to serve the community he grew up in