Grant believes that planning for life’s journey begins with a Financial Plan. Without fully understanding a client’s goals and objectives, it can feel like navigating a jungle.

Each day presents a new opportunity to make life-changing improvements. Since it is an ever-changing landscape with investments, insurance, taxes and more, Grant has enjoyed every day of his 17 years as a Financial Advisor.

Grant lives in Gibsonia with his wife, two daughters, and two dogs. In his free time, Grant enjoys hunting, fishing, boating, house projects, and traveling.

CRPC conferred by College for Financial Planning.

Licenses / Credentials
CFP®
CRPC®
AIF®
Series 7 (held with LPL Financial)
Series 66

Education
West Virginia University, BA, Finance