Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Tax Planning Strategies
  • Business Retirement Plans
  • Retirement Income Strategies
  • Cash Flow Management Strategies

Education

  • BS in Finance; WP Carey School of Business, Arizona State University, 2009

Previous experience

  • Financial Advisor, Morgan Stanley, Phoenix, AZ, 2017-2024
  • Financial Advisor, Voya Financial Advisors, Phoenix, AZ, 2013-2017
  • Financial Advisor, Wells Fargo Advisors, Scottsdale, AZ, 2011-2013

Community participation

  • Aspiring Youth Academy, Board Member
  • Children In Need Foundation, Board Member
  • Active 20-30 Club of Phoenix, Member

Interests

As a native of Phoenix raised with Midwest values — Faith, Family, Football is a common theme. If he’s not spending time with family, you can find Grant on the golf course, supporting ASU athletics or now rooting for UCONN Huskies football where his brother coaches.