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 two daughters. 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