With a passion for Relationships and Wealth Management, Grant find’s 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 where he was able to work directly with advisors, while also learning the portfolio management side of the industry. He later pivoted towards Financial Planning while working with Legacy Wealth Partners building out financial plans. Grant gained more Industry and 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.