On a foundation of integrity, superior communication and sound principles, Grant has been providing financial guidance to his clients since he entered the financial services industry in 1988. As a CERTIFIED FINANCIAL PLANNER^TM professional, Grant takes a comprehensive approach with his clients by integrating the various aspects of wealth management through customized plans designed to meet their unique goals. Grant also focuses on business planning and corporate cash management.

Grant received his bachelor's degree in business administration from San Diego State University. Prior to college, he served as a medic in the U.S. Army Reserve. Grant and his lovely wife, Janyce, have two children, Evan and Erin. In their leisure time they enjoy being with friends and family, skiing, camping, and participating in their church and community. Grant is also an active member in the Lodi Lions and Lodi Chamber of Commerce.

Robbie began her career in the financial services industry in 1993 and is Series 7, 63, and 65 licensed. Her primary focus is providing our clients with superior service and overseeing the daily operations of the office.

A native of Northern California, Robbie received her bachelor's degree in history from California State University, Sacramento. After work, Robbie passionately pursues the game of golf. When not on the golf course, she enjoys the guitar, gardening and spending time with her family and friends.

CFP® | CERTIFIED FINANCIAL PLANNER™ |

Certified Financial Planner Board of Standards, Inc.,
owns the certification marks above, which it awards
to individuals who successfully complete initial and
ongoing certification requirements.