Jeff  Grant

Jeff Grant

Senior Account Executive

Jeff has an extensive background in retirement investment and financial planning, spanning over two decades. His expertise includes retirement goal planning, income planning, social security, and Medicare. Notably, Jeff is committed to staying updated with the latest programs and models relevant to financial planning, helping ensure his clients receive the most effective strategies.

As an LPL Registered Principal, Jeff plays a crucial role in overseeing the compliant placement of client assets and plans, helping ensure they meet regulatory standards. His experience extends to educating others, as he has taught retirement planning and insurance courses for over 15 years across various educational platforms.

Jeff's professional credentials include holding FINRA Series 63, 7, and 24 licenses through LPL Financial, demonstrating his proficiency in securities regulations and practices. Additionally, he is licensed and qualified in Accident and Health, Life insurance, and Variable Annuities in both Michigan and Florida.

Before transitioning to the financial service industry, Jeff served as a soldier in the United States Army, showcasing his dedication to service and discipline. Outside of work, Jeff resides in Kalamazoo, MI, with his wife Christy, where they share their home with their feline companions.