“Nothing great was ever achieved without enthusiasm.”
-Ralph Waldo Emerson
Grant and Mike first got to know each other in 2008 when Grant joined the Boy Scout’s Venturing program as a freshman in high school. Seven years later, the summer before his senior year in college, Grant worked at the firm as a summer intern. He wanted to get a better understanding of how finance applies to everyday life, and his experience that summer lit a fire that inspired Grant to become a financial planner. After graduation, Grant joined the firm full time.
As an associate, Grant assists with creating and maintaining financial plans, client correspondence and answering client inquires. He participates in client meetings to stay current on the client’s needs, goals, and concerns. Grant is currently studying to earn his Certified Financial Planner designation.
Grant grew up in Thousand Oaks. He enjoys a variety of outdoor activities, especially SCUBA diving. Grant is a Master SCUBA Diver, a rating that fewer than two percent of divers achieve.
Education:
Bachelor of Arts, Economics with a business minor, University of Colorado, Boulder, 2016
Licenses:
FINRA General Securities Representative Series 7
FINRA Uniform Combined State Law Exam Series 66
CTEC Registered Tax Preparer
California Life Insurance Agent - License # 0L81364
Professional Affiliations:
NexGen Director, Financial Planning Association of Ventura County
Member, Financial Planning Association