CFP®, MPAS®, CRPC®, AIF®, CRPS®, MBA, MS
Financial Advisor / Member Owner
The most enjoyable part of my job is the ability to work as a team with our clients. By learning what is important to them, we are able to develop a personalized plan to help accomplish their life goals.
Grant is a financial advisor in Savant’s Rockford, IL headquarters. He has a membership interest in Savant.
Grant focuses on helping those close to and in retirement develop tax-efficient cash flow and investment strategies. As a CERTIFIED FINANCIAL PLANNER® professional, Chartered Retirement Planning CounselorSM (CRPC®), Accredited Investment Fiduciary® (AIF®), and Chartered Retirement Plans SpecialistSM (CRPS®), Grant is knowledgeable in all areas of financial planning, including wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance needs analyses, debt management, and education funding.
Grant has been involved in the financial services industry since 2006. Prior to becoming a financial advisor, he worked in Savant’s financial planning department where he produced investment analyses, prepared client financial plans, and coordinated plan implementation. He also specialized in retirement projections.
Grant is an adjunct professor, teaching undergraduate financial planning and estate planning courses at Franklin University. In 2016 Grant was selected as one of the top 40 financial advisors under age 40 in the United States by InvestmentNews. He previously served on the Midwest board of directors for the National Association of Personal Financial Advisors (NAPFA), the largest network of fee-only financial planners. Locally, he is a graduate of the Leadership Rockford program.
Grant is routinely interviewed by local television stations and has been quoted in national publications including the Wall Street Journal, InvestmentNews, U.S. News & World Report, Bloomberg Businessweek, USA Today, and Consumer Reports. He is a frequent featured guest on the Sirius XM Satellite Radio show, “Your Money,” hosted by the Wharton School of Business.
Grant is a cum laude graduate of Marquette University with a bachelor of science degree in finance and economics with a minor in psychology. He earned a master of business administration (MBA) degree from Marquette University and a master of science (MS) degree in personal financial planning and a Master Planner Advanced StudiesSM (MPAS®) designation, both from the College for Financial Planning.
Grant and his wife Erin have two sons, Landon and Hudson. He enjoys traveling, playing golf, coaching his sons’ sports teams, and spending time with his family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
2016 InvestmentNews Top 40 Under 40 Financial ADVISORS: This annual ranking published in July 2016 included professionals under age 40 in the finance industry based upon a combination of factors, including their accomplishments to date, contributions to the industry, leadership, and promise. The honorees were chosen among 800 nominees. Individuals were nominated by their firm. Savant did not pay a fee to be included in this ranking. Savant did purchase plaques after award was received. No ranking or recognition should be construed as a current or past endorsement of Savant by any of its clients.