One of the newest members of the team, Grant joined TandemGrowth Financial Advisors in June 2017 following his graduation from Texas Tech University.
Raised in a family where helping others was simply a given, Grant was excited to discover the field of financial planning in college—a field that not only included working with a wide variety of people, but one in which he could have the opportunity to help drive meaningful change in people’s lives. Then, in the summer of 2015, Grant’s internship made him certain he’d found the ideal career. Day after day, he watched a founder of the firm, a financial advisor in his 60s with one foot into retirement, show up to the office every day. While he had already handed over the tasks if the business, after more than 40 years at the job, he simply loved everything about it. Grant knew then and there he was in the right profession.
Grant went on to earn his bachelor’s degree in personal financial planning with the goal of pursuing a career as a financial advisor, and we’re so happy he’s chosen to begin that path with TandemGrowth. In his role as a Financial Planning Associate, he supports Jeff and Mona in client meetings, doing whatever they need to help serve our clients. He is currently studying for the CERTIFIED FINANCIAL PLANNER® (CFP®) exam with the goal of becoming a Financial Advisor in the near future.
Born and bred in San Antonio, TX, Grant is already enjoying all that Alpharetta has to offer. A dedicated outdoorsman, he enjoys a wide variety of activities—from fishing and hunting to backcountry camping and skiing—and is passionate about cooking. With a lifelong history of giving back to the community, Grant is looking forward to finding ways to bring his skills to the local community in Atlanta.