Associate, Centralized Planning Solutions
With a passion for relationships and wealth management, Grant finds purpose in partnering with clients and being a resource in helping them achieve financial wellness.
Grant got his start in the industry working on business development with Victory Capital Fund Management, while also learning the portfolio management side of the business. He then pivoted towards financial planning while working with Legacy Wealth Partners and assisting with the firm’s planning. Grant gained more wealth management experience at Charles Schwab where he worked as a financial and investment consultant, prior to joining Concurrent Advisors.
Grant graduated with a degree in Finance from Baylor University and currently lives in Cherry Creek, Colorado.