Grant is a Senior Paraplanner and Financial Advisor, working to educate and advise clients on the best path to achieve their financial goals. He is a Chartered Retirement Planning Counselor (CRPC) and holds Series 7 and Series 66 licenses.
Grant graduated from Baylor University with a degree in finance. He previously worked at Victory Capital Fund Management, Charles Schwab, and Concurrent Advisors, and has a diverse background across financial planning specialties.
In his spare time, Grant enjoys fishing, cooking, and golfing, as well as supporting Colorado sports.