CFP®, LUTCF®
Insurance Strategies, Investment Strategies (Reg. Reps Only)
English
Grant holds a Degree in Business and Political Science from the University of Nebraska-Lincoln. With over 10+ years of financal planning experience, Grant is dedicated to connecting with his clients and creating unique plans to fit individual lifestyles.
Grant was privileged to receive the 5 Star Wealth Manager Award for Best in Client Satisfaction in 2010, 2013 & 2015 . Grant is among just 7% of the wealth managers in the Twin Cities area to be chosen for this award*. Grant has been a Leaders Council Qualifier and a Million Dollar Round Table Qualifier every year since 2008.
Grant is a board member for Tubman, a non-profit, based in Minneapolis, MN promoting safe and healthy families, individuals and communities through evidence-based intervention. He's a mentor to a “Little” with Big-Brothers and Big-Sisters of Minnesota and an eMentor for BestPrep. He is a member of the Minnesotans for Nebraska alumni chapter. In his personal time, Grant enjoys tennis, serving the non-profits he is actively involved in, and traveling to new and exciting destinations with his wife Caitlin and their children.
CRN202207-267436
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