Focus
Grant is passionate about helping others with their pre and post retirement planning to make wise financial decisions and pursue and achieve their goals in life.
Background and Experience
Grant began his career in the financial services industry in the mid 1990’s and is passionate about helping families and institutions with their retirement planning and legacy planning needs. Grant was born in Seattle, Washington, raised in Los Altos, California and attended school at California State University, Chico.
Upon graduating, Grant began working in the financial services industry in Palo Alto, CA, and New York City for several years. While in Palo Alto, Grant worked with Prudential Securities and Wachovia Securities as an advisor and manager. While in New York City, he worked with Prudential Investments and was the product manager for their 1.2 billion dollar separate account program.
Grant moved to Alaska in 2007 and became a partner within The Planning Group of the Northwest. Grant and The Planning Group work with clients in 38 states and have a deep commitment to serving the Alaska based community. Most of the out-of-state clients he and the team serve lived in Alaska at one point. Grant is a Senior Partner with The Planning Group of the Northwest as well as the Resident Manager of the R.W. Baird office in Anchorage, AK. Grant served as a member of the Municipality of Anchorage Investment Advisory Commission, he is also a member of the Anchorage Downtown Rotary Club, and he completed the Anchorage FBI Citizens Academy training program.