“A budget is more than just a series of numbers on a page; it is an embodiment of our values.”

Grant graduated from the University of Pennsylvania with a BA in Psychology and Sociology.  He has worked in a variety of industries for companies around the country in accounting/bookkeeping and operations-focused roles.  He is well versed in financial software and applications such as QuickBooks, Quicken and Tiller.  With a strong accounting background and technical aptitude, Grant provides his clients with thoughtful advice, professionalism, responsiveness, and peace of mind.

Grant lives with his wife Sarah and Goldendoodle Penny in Evanston, IL.  They look forward to welcoming their first child later this summer.

His background includes:

Education:

Bachelor of Arts in Psychology/Sociology, University of Pennsylvania, Philadelphia, PA

Degree in progress, Information Systems/Accounting, Harry Truman College, Chicago, IL

Work:

Bookkeeper, Home Instead

Staff Accountant, Redwood Logistics

Operations Manager/Bookkeeper, PeaceHealth

Staff Accountant, Realogics

Accounts Payable Lead, Amazon

Passions: Grant enjoys working out, traveling, music events, theatre, indulging at restaurants, craft beer, and spending time with friends and family. He is also a huge sports fan, especially pro and college football and basketball.

How he makes a difference: Personal financial assistance is not bound by age.  Life gets busy and circumstances can take your attention away from what matters most. As a result, sometimes clients’ personal finances take a back seat to other more pressing personal events. Through an intelligent, collaborative approach, Grant works with his clients to get their personal finances in order.