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About Me

Grant has always had a passion for helping others and investing, and this drew him to financial advising. He started his career at UBS where he worked with his father, a top producer at the firm, for nearly a decade. During his tenure at UBS, Grant learned how to manage client relationships, assets, and financial plans with a fierce adherence to his personal values of always doing what’s right for his clients. It’s also here where he met Dylan as they went through the CERTIFIED FINANCIAL PLANNERTM program together.

Entrepreneurial at heart, Grant ultimately decided to break from UBS to build a practice based on his values and in doing so found himself advising in AZ. After some time, Grant and Dylan reconnected with a shared a vision for success which is to provide the best experience for clients always putting their needs in front of firm profit metrics. Grant brings with him immense knowledge, understanding, and most importantly, integrity. 

Grant has two boys Grayson 6, Carson 4. They live in Scottsdale Arizona and enjoy going on adventures whenever possible. Grant is a big sports and music fan. Grant loves attending live events so he started a ticket brokerage in 2017 that he helps others procure tickets for live events. 

 

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Plannertm and federally registered CFP in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.