As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional since 2015, Grant takes great pride in serving clients to reach their unique financial needs and goals while building strong, lasting relationships. As a fiduciary Financial Advisor for Whitaker-Myers Wealth Managers, Grant specializes in a planning-based approach with the heart of a teacher. Like Dave Ramsey, he focuses on helping clients live their lives debt-free and build their wealth.
Before joining Whitaker-Myers Wealth Managers as a SmartVestor Pro, Grant spent nearly 17 years at Fidelity Investments where he provided investment management advice and retirement planning services to clients of the firm.
Grant graduated from Morehead State University in 2007 with a degree in Business Administration. He resides in Cincinnati with his wife, Lindsey, and their three children, Hayden, Vail, and Sloane. Who Dey!