Grant didn’t just stumble into financial planning — he found his calling in helping people feel confident about their futures. His career began in 2016 with a respected insurance company, where he learned firsthand how important it is to protect what matters most. That early experience gave him a deep appreciation for how insurance and investments work together to build a strong financial foundation.
Today, as a Certified Financial Planner™ (CFP®) professional, Grant focuses on creating clear, customized financial plans that help clients move from uncertainty to confidence. He works with individuals, families, and business owners, but he’s especially passionate about retirement and estate planning — guiding people through some of life’s biggest transitions with care and clarity.
Born and raised in Acadiana, Grant earned the rank of Eagle Scout before graduating valedictorian from Catholic High School in New Iberia. He went on to study finance at Louisiana State University, completing the CFP® Board-Registered Program. In addition to his CFP® designation, he holds the Certified Retirement Counselor (CRC) certification and FINRA Series 24, 6, 7, 63, and 65 licenses.
Grant believes learning never stops. He stays inspired by attending seminars, tuning into webinars, and keeping up with industry leaders and authors who challenge him to think differently and grow.
When he’s not working with clients, you’ll likely find Grant watching sports, cooking a good meal, or spending time with friends and family — the things that keep him grounded and remind him why financial planning matters in the first place.
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