Grant is a Financial Advisor and Certified Financial Planner® with The Roberts & Kohler Group. His principal duties include assisting clients with investment selection, their specific needs, and reviewing long term planning goals. In addition to these duties, Grant enjoys getting to know next generation investors, helping them to establish healthy financial groundwork for future success. He is a fully registered representative.
Prior to joining Baird in 2013, he worked as a financial analyst for BMO Harris Bank in Chicago, IL. There, he performed industry and financial analysis for middle market companies in a broad range of industries. After five Chicago winters, Grant returned home to Louisville to join and learn the trade from his father and this experienced team. He is a third generation family member at Baird. His grandfather, Gorman Roberts, was the Director of financial advisors at Baird during the '80s and '90s. Grant received a B.A. from Furman University in 2008.
Outside of the office, Grant spends as much time as possible with Brie and their two children, Beau and Lily. He also enjoys biking, skiing, hunting, golfing, and trying new restaurants. He supports The Cabbage Patch Settlement House and Waterstep.