Grant is a native Texan bringing nearly a decade of combined experience in banking and financial planning, specifically working to aid his clients in achieving their financial goals and those of their family. One of the core values of Grant’s practice is always putting clients and their families first and offering an unprecedented level of customer service. Grant’s practice focuses on developing long-lasting relationships with his clients through thorough investment and wealth management, retirement and estate planning, and working hand in hand with clients to accomplish their financial objectives.
Grant is a graduate of Texas A&M University and holds a Group 1 Life and Health Insurance License. Grant continued his education at Wake Forest University to complete the necessary education to become a Certified Financial Planner (CFP®), a certification which Grant currently holds. This designation is notably one of the most respected certifications in the Financial Planning sector.
Grant is originally from the Texas panhandle but has since settled further south with his wife Kenzie, their son Hayden, and their beloved Lab Maggie. Their family is anxiously awaiting the arrival of a daughter this summer. Grant values giving back to the community and has been actively involved as a board member of a local Christian based non-profit. When Grant is away from the office, he enjoys spending time with his family, woodworking, scuba diving, traveling, and attending sporting events for the Texas A&M Aggies. Gig ‘em!
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