Grant graduated from Texas A&M University in 2012 with a BS Industrial Engineering degree, and began his professional career in the centrifugal pump manufacturing industry. As an engineer, he developed critical problem-solving skills and a passion for identifying inefficiencies.
In 2017, Grant took the opportunity to follow his long-time passion for finance and investing, and began studying for his MBA at the University of Houston Bauer School of Business. He focused on finance and gained industry experience by serving as an Equity Analyst and Portfolio Manager at the Cougar Investment Fund.
Grant joined Financial Synergies in 2020 as Associate Portfolio Manager, where focuses on investment portfolio allocations, investment research and analysis, rebalancing, trading, and performance reporting. Grant enjoys maintaining portfolios with an emphasis on efficiency and transparency.
Grant lives with his wife, Katie, in Houston. He has a passion for cars and loves spending time outside with friends. He also enjoys snowboarding, wakeboarding, biking, golf, and disc golf.
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
Find out if we’re a good match for your financial planning and investment management needs. We offer a free, no-obligation consultation to help us get to know each other. We can meet by phone, in-person, or online.
Financial Advisor Houston, TX
4400 Post Oak Pkwy #200Houston, TX 77027
4400 Post Oak Pkwy #200
Houston, TX 77027
Financial Synergies Wealth Advisors is a fee-only, fiduciary Financial Advisor in Houston, Texas. We specialize in wealth management services, including comprehensive financial planning and investment management.
For more than thirty years we’ve been serving the financial needs of individuals, families, and businesses in Houston, Texas and around the country.
Wealth Management Services include financial planning, retirement planning, investment management, tax planning, insurance planning, estate planning, and company retirement plans.
