Grant Shaffer, CSRIC®

Associate Wealth Manager

Grant joined Flourish Wealth Management as an Associate Wealth Manager on a full-time basis in 2022. He originally joined the Investment Team in 2020 as an intern, followed by additional experience as a Senior Resident working with the Wealth Management Team. Grant is excited to gain additional experience and expertise in the wealth management industry with in-depth exposure to our holistic financial planning process. He joined Flourish after graduating from the University of Wisconsin Eau-Claire with a double major in Finance and Information Systems.

Grant plans to continue his education by enrolling in the CERTIFIED FINANCIAL PLANNERTM (CFP®) program and joining the Minnesota Financial Planning Association (FPA). The Associate Wealth Manager position 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 continues to support Environmental Social Governance (ESG) investments at Flourish which provides an opportunity to create value for clients with additional exposure to a theme that he believes will be an important aspect of making investment and planning decisions in the future. He is excited to join a growing firm that has provided multiple learning opportunities, with the opportunity to explore new areas of the business to develop supplemental skills.

Grant lives in Lakeville with his family. In his free time Grant enjoys golfing, spending time with his family, and traveling.

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