Grant serves as a wealth consultant and supports the firm in developing relationships. Grant's past experiences running a business and working at an investment fund company add additional value and perspective as he helps clients. This is especially true as he works with business owners, entrepreneurs and families. Grant's experience helps clients in improving and supporting company 401(k) plans, retirement readiness and owner/executive wealth strategies.
Grant is a registered representative holding the Series 7 and 66 registrations with LPL Financial. A former college athlete at Johnson County Community College and the University of Missouri Kansas City, he still enjoys playing and teaching the game of tennis.