Helping you navigate today while preparing for tomorrow.
As Vice President Wealth Advisor, Grant partners with clients to navigate their wealth with confidence and clarity. His approach centers on proactive communication and strategic foresight. Grant works closely with clients to anticipate opportunities and challenges before they arise. With a commitment to building lasting relationships, he takes the time to truly understand what matters most to each client, ensuring their financial plan evolves alongside their changing needs and goals.
Experience
- Started working in wealth management in 2020
- Joined Johnson Financial Group in 2026
- Graduated with a Bachelors of Business Administration (BBA) in Finance, Investments and Banking and Real Estate and Urban Land Economics from the University of Wisconsin – Madison
- CERTIFIED FINANCIAL PLANNER™ professional
Certain advisors are employees of Johnson Bank and Johnson Wealth, Inc. Additional information about Johnson Wealth, Inc. and its advisors is available on the SEC’s website at www.adviserinfo.sec.gov. Johnson Financial Group and its affiliates do not provide legal or tax advice. Please consult your own professional advisors.
Ask Me About
- Retirement and Financial Planning
- Wealth Strategy
- Estate Planning
- Business Succession Planning