Our Team
We believe your time horizon and risk tolerance are important, but we also incorporate economic and price data analysis. The economy is always changing and your portfolio should too.
He holds a bachelor’s degree in Economics and a master’s degree in Finance from the University of Wyoming as well as a master’s degree in Economic Theory and a doctoral degree in Economics specializing in Public Finance from the University of New Mexico. During his academic career he has authored numerous publications in the areas of ethics, economics and applied finance. He is currently a reviewer for the International Journal of Financial Studies.
Grant is a Chartered Retirement Planning Counselor. Before becoming an advisor, he graduated from Brescia University with a Bachelor’s of Science where he majored in Mathematics and minored in Finance and Economics. He is currently completing his Master’s Degree in Applied Economics with a concentration in Monetary Policy at Southern New Hampshire University.
Grant is an active member throughout the Owensboro community. He currently serves on Brescia’s endowment committee, their alumni association, and teaches economics part time at the University. In his free time, he enjoys spending time with his friends and family, traveling, reading, and playing golf.