Grant Bugner, CFP®

A graduate of Baylor University, Grant moved to Colorado more than a decade ago, drawn by the mountains and rivers of the Front Range. He spent the better part of the next decade working in corporate treasury for a Fortune 500 firm, facilitating two multi-billion-dollar acquisitions. He launched his wealth management career after recognizing the unique opportunity to combine his capital markets experience with his passion for personal financial planning. Grant appreciates the opportunity to not only help clients plan for and reach their financial ambitions, but also to be a trusted advisor that supports his client’s personal values and life goals with unmatched integrity.