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 14 years as a Financial Advisor.
Grant lives in the North Hills with his wife, Anna, and daughters, Nellie and Josie. In his free time, Grant enjoys hunting, fishing, boating, house projects, and traveling.
Licenses / Credentials
CFP®
CRPC®
AIF®
Series 7
Series 66
Education
West Virginia University, BA, Finance