Income Portfolio Management
Comprehensive Financial Planning
About the Financial Advisor
Grant uses lifestyle-based questions to help determine what his client’s future financial goals are. The answers provide the direction in which the plan is set in motion and how it will work to pursue those goals.
Grant focuses on serving retirees and pre-retirees in Minneapolis, MN.
He serves his clients by helping them convert complex financial issues into clear strategy for his clients.
Education and Designations
- University of Minnesota, Bachelor’s Degree, Financial & Entrepreneurial Studies
- ChFC® – Chartered Financial Consultant®
- CLU® – Chartered Life Underwriter®
Grant is passionate about water skiing and competing with the Midwest Ski Otters Ski Team. He is the co-founder of the Balsam Lake Water Ski Show Team. Additionally, Grant is an active volunteer with the Minneapolis City of Lakes Rotary mentoring 100-plus students during the annual Camp Enterprise.