Broker Check

Meet My Team

Neil Grant

Neil E. Grant, CFP®

Managing Director, Private Wealth Management

Cody Barfknecht

Cody Barfknecht

Client Specialist, Private Wealth Management

Will Buchman

Will Buchman

Client Specialist, Private Wealth Management

You Deserve Your Own Financial Strategy

You Deserve Your Own Financial Strategy

No two people are the same, so why would you want someone else's financial strategy? After all, with different careers, life path, and goals, you need advice tailored to your situation. That's why I seek to simplify the complex, while also providing a level of service rarely seen in the financial industry.

Ready to get started? I am ready to help.

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Learning Center

I believe that an educated client is an empowered one. Browse my client learning center and take control of your financial future.

4 Hidden Benefits to Owning Life Insurance

4 Hidden Benefits to Owning Life Insurance

A life insurance policy might accomplish more than you realize.
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A Checklist for When a Spouse or Parent Passes

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.
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Everything You Need to Know About Tax-Free Gifting

Everything You Need to Know About Tax-Free Gifting

With gifting, you can transfer wealth to your loved ones tax-free while you’re still around to see them enjoy it.
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Download my Free Social Security Ebook!

Navigating the ins and outs of Social Security can be confusing. Luckily, i'm here to help. This Ebook has the tools you need to get started developing your Social Security strategy.

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