The Nautilus Group®

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The Nautilus Group, located in Dallas, TX, is staffed by an elite team of professionals experienced in law, taxation, accounting, business, insurance, finance and philanthropic planning.

  • CEO Brooke Zrno Grisham, ChFC®, CLU®, AEP®
  • Richard Baier, JD, CLU®, ChFC®, AEP®, CRPC, CFP®, FLMI, CAP®
  • James S. Barry, JD, LL.M., CLU®, ChFC®
  • Bart Bradshaw, JD, CLU®
  • Joon Cho, JD
  • Heather Davis, JD, CLU®, ChFC®
  • Carolyn B. England, JD
  • Karen Fishell, CLU®
  • Patrick Hoffman, JD, LL.M.
  • Michelle M. Kenyon, JD, CPA
  • (Robert) Matt Pate, JD, LL.M.
  • Kathryn Rodgers, JD, LL.M.
  • Eva Stark, JD, LL.M.
  • Brett Thornock, JD



  • Know Your Mutual Funds

    Millions of Americans own mutual funds. This overview can help you review the mix of funds you own.

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