Grant is a Founding Partner and Financial Advisor. Since 2014 he has been helping individuals, families, and business owners design and build their version of financial security. His focus centers on serving clients with integrity, developing strategic partnerships, and creating lasting relationships built on trust and clarity.
Born and raised in Omaha, Nebraska, Grant was influenced early by his entrepreneurial father, who owned a car dealership, and his mother, who worked for Mutual of Omaha. After earning his bachelor’s degree in Business Administration with a focus on Entrepreneurship and Small Business Management from the University of Nebraska at Omaha, he began his career as a Personal Banker. Seeking more purpose and independence, he transitioned into financial advising—combining his business background with his passion for helping others.
The loss of his father without proper financial planning shaped Grant’s mission to help families and business owners protect what matters most. He specializes in succession planning, key-person insurance, employee retention, and group retirement plans. Clients value his genuine approach, proactive communication, and commitment to education—ensuring they stay confident and in control of their long-term vision.
Grant and his wife, Erin, have been together for 14 years and married for six. They have two young children, Vivian and Vincent, who are the heart of his “why.” Outside of work, he enjoys golfing, traveling, and cheering for the Kansas City Chiefs. A proud member of the Million Dollar Round Table (MDRT), Grant believes that “a rising tide lifts all ships”—a mindset that guides both his client relationships and his contributions to the firm’s collaborative mission.