Grant Shaffer, MPAS, CFP®
WEALTH MANAGER
Do not go where the path may lead; go instead where there is no path and leave a trail.
Grant has been part of the Flourish team since 2020. He began on the Investment Team as an intern and later gained experience as a Senior Resident supporting the Wealth Management Team before transitioning into his current role as a Wealth Manager.
Grant values his role as a Wealth Manager because it allows him to build meaningful relationships and help clients navigate the financial decisions that shape their lives and legacies. He enjoys simplifying complex planning topics and bringing structure to uncertainty so clients can move forward with clarity and confidence.
Grant is especially passionate about charitable planning and connecting financial strategy with personal values. He also contributes internally by leveraging his background in Finance and Information Systems to improve processes and adopt tools that strengthen both advisor effectiveness and the client experience.
Grant lives in Rosemount with his fiancée, Allison, and his dog, Phil, and is proud to serve on the finance committee for Helping Paws Inc.
WHAT DOES IT MEAN TO FLOURISH?
To Grant, flourishing means having clarity and confidence in the choices you make especially when it comes to your finances and your future. It’s about aligning resources with values, creating flexibility through thoughtful planning, and building the freedom to pursue what matters most to you and your family.
FAVORITE BOOK
Uncomfortable Conversations with a Black Man
by Emmanuel Acho
This book is a favorite of mine because it encourages dialogue and engages in conversations about race and diversity. The book also prompts personal growth by challenging preconceived notions.
FAVORITE ACTIVITIES
Spending quality time with friends and family is always a highlight of my weekends. Together, we enjoy dinners, movie nights, or playing board games.
Training Phil (Phyllis), my ever-enthusiastic dog, is another passion of mine. Watching her learn new tricks and witnessing her boundless energy during outdoor adventures is a source of endless joy.
When I travel, I prefer exploring the great outdoors to a beach vacation. Golfing is a favorite hobby of mine. I also enjoy finding a new recipe to make and trying new foods and cuisines.
Education & Certifications
- University of Wisconsin Eau-Claire with a double major in Finance and Information Systems, December 2021
- Master’s Degree in Personal Finance – Expected completion December 2023.
- Master Planner Advanced Studies (MPAS)
- Certified Financial Planner (CFP)
