Assistant VP, Financial Advisor
Grant is a 2017 graduate of Bowling Green State University who holds FINRA Series 7 & 66 securities licenses. He is also life and health insurance licensed. Assisting in sales and administration, Grant works with portfolio design and the reallocation of client accounts, as well as developing new clients.
Grant enjoys working with sales professionals who don’t have the time to focus on tracking their financials and investments. He specializes in wealth accumulation, debt analysis, and simplifying employee benefits & retirement plans.
Growing up in Avon, Ohio, Grant enjoyed playing on the State-runner up football team, as well as taking part in rugby. At Bowling Green State University, Grant joined the Sigma Phi Epsilon fraternity and held multiple executive positions throughout his 4 years. Now living in Lakewood, Grant enjoys being close to downtown Cleveland and all the amenities. In his spare time, he enjoys traveling, attending concerts, spending time with family and friends, and rooting for all Cleveland sports teams.