Grant is a senior advisor and manager of advisor operations with Financial Enhancement Group (FEG), where he has been a valued member of the team since December 2016. In his role, Grant is committed to assisting families and individuals in navigating the complexities of finance, which can often result in frustration and devastation. By focusing on the long-term financial journey rather than short-term outcomes, Grant instills confidence and peace of mind in those he serves.
Grant's extensive knowledge and experience encompass various areas, including workplace retirement plans, insurance products, trust and estate planning, business sales and acquisitions, and the U.S. tax code. This expertise enables him to help families prioritize their financial well-being and attain true financial freedom.
Having entered the financial services industry in the early 2000s, Grant's career has been shaped by valuable experiences. During his time at UBS in 2008 and 2009, he was fortunate to have a mentor who navigated the uncertain economic times successfully. This, coupled with his education from Purdue University, has instilled in Grant a unique perspective on wealth management and financial planning. He has also gained valuable skills and experience through his tenure at organizations like MassMutual.
Equipped with invaluable experience, an Accredited Investment Fiduciary (AIF®) designation, and a financial planning degree from Purdue University, Grant consistently serves his families with unwavering dedication as a fiduciary.
Outside of his professional endeavors, Grant embraces a world filled with adventure and cherished moments. He finds joy in exploring the great outdoors alongside his family and four-legged companions, relishing leisurely strolls, engaging in lively pickleball matches, and discovering the delights of farmer's markets. Weekends serve as a canvas for vibrant experiences shared with loved ones, fostering genuine connections and creating moments of shared laughter. Grant is dedicated to personal growth through literature and maintains his vitality through invigorating workouts with friends at the gym. Above all, he treasures his wife, Kim, with whom he embarks on journeys to explore the wonders of the world, leading a life enriched by exploration, connection, and love.