Meet Grant

 

As the founder of Trimble Wealth Advisors, Grant has spent his career working for families to offload the burden of securing their financial futures. He prides himself on being able to take the worry off his clients so they can focus on thriving in the now. Grant also works with corporate clients to deliver retirement plans to their employees, with an emphasis on overall financial wellness.

Grant holds a Bachelor of Arts in Economics from Northwestern University, where he played varsity soccer. He started his career as a financial advisor in 2004 and founded Trimble Investment Group in 2011. In 2022, Trimble Investment Group became Trimble Wealth Advisors and a Partner firm of Carson Group.

Grant holds the designation of Certified Financial Planner® professional, which is recognized as the highest standard in financial planning. He also holds an Accredited Investment Fiduciary® (AIF®) accreditation. These designees are the only ones who have been certified specifically for their ability to follow a fiduciary process with their clients’ best interests at heart.

Outside of the office, Grant enjoys spending time with his family – wife Liz and children Henry, Charlie and Georgia – staying busy with kids’ activities and traveling as a family. He coaches youth soccer and is often reminded by his body that it is best to remain a coach. Grant is also an avid reader.

 

Favorite quote:

“How much pain have cost us the evils that never happened.” – Thomas Jefferson in a letter to John Adams

If you could meet anyone, past or present, it would be:

Abraham Lincoln

Favorite book:

“Unbroken” by Laura Hillenbrand and “Shoe Dog” by Phil Knight

Favorite movie:

“Good Will Hunting”

Favorite holiday:

Thanksgiving

Place you’d most like to visit:

Machu Picchu