As a licensed financial advisor, Grant focuses on investment management and retirement planning for clients of all stages of life.

Before joining the firm in 2026, he gained experience at Erie Insurance and Vanguard Financial Advisor Services. Grant earned a Bachelor of Science in Finance and a Certificate in Financial Planning from Penn State University, and later completed Yale University executive education to earn the Certified Investment Management Analyst (CIMA) designation.

Beyond his work at the firm, Grant is a follower of Christ and a slightly above-average golfer.