Grant Sims, CFP®
Advisor
Grant has over 13 years of experience as a financial advisor serving individuals, business, and institutions.
Grant is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and holds the Certified Kingdom Adviser (CKA®) designation. He graduated cum laude from The Ohio State University Fisher College of Business, where he specialized in Business Finance and Investments.
Grant was born and raised in Northwest Ohio and has remained deeply involved in the communities where he lives and works. He served on the Board of the Maumee Area Chamber of Commerce, currently leads the Toledo Christian Alumni Board as the President, and contributes to several nonprofit committees throughout the region.
Outside of work, Grant enjoys spending time his wife, Jenna, and their three young children. He’s often found coaching youth sports, taking on home improvement projects, exploring the Toledo Metroparks and local dining scene, and spending quality time with friends and extended family.
Grant's mission is to make sure that all his clients are clear about where they are and where they want to go: providing them confidence by having the right action plan in place to get them there. From this and adjusting the action plan as needed can help provide great peace of mind.
