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Grant Shaffer

Senior Wealth Management Resident

Grant Shaffer joined Flourish Wealth Management for a Summer Internship with the Investment Team in 2020 and stayed on with the firm this past school year. Grant is currently working as a Senior Resident with the Financial Planning Team. He is a Senior at the University of Wisconsin – Eau Claire with a double major in Finance and Information Systems. He is excited to continue his development in the wealth management industry with an in-depth exposure to our holistic financial planning process. The Senior Residency at Flourish will be an opportunity to learn about tools and resources in the Wealth Management industry, actively participate in the team’s approach to helping clients with their long-term planning goals and support a variety of important projects. Grant is particularly excited about the Environmental Social Governance (ESG) emphasis at Flourish which provides an opportunity to create value for clients and will give him additional exposure to a theme that he believes will be an important aspect of making investment and planning decisions in the future

Grant is the Vice President of the Finance Group in the Wealth Management program at Eau Claire, and he is also the Finance President for the Marketing Club. He was an active participant representing his school in the Chartered Financial Analyst (CFA) Institute Research Challenge and has been recognized by the UWEC Student Managed Investment Fund as the Junior Analyst of the Month. In addition, he supports other students at the University as a Tutor for Information Systems, helping people learn the ins-and-outs of Microsoft Excel and other technical applications to help solve business needs. In his free time Grant enjoys rock climbing, golf, and spending time with his family. He is excited to be at a smaller company like Flourish to get the most hands-on experience possible and embraces the client-focused culture of the firm.

Grant lives with his family and cat in Lakeville, Minnesota.


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