Grant J. Jefferies

Grant joined the firm in June 2025 as an Associate Advisor. In this role, he supports our firm's advisory team in delivering exceptional service to clients, helping ensure a seamless and personalized experience across various aspects of the financial planning process.

 In May 2025, Grant earned a Bachelor of Science in Finance with a specialization in Wealth Management from Oakland University where he was active in the Financial Management Association, Honors College, and Presidential Scholar programs. He is in the process of pursuing the Certified Financial Planner™ designation.

 Grant grew up in Troy, Michigan with his parents and three siblings. He enjoys baking, playing piano, and long-distance running. Additionally, he serves in the student ministry at his church as a high school boys small group leader.