Jen Grant, CFP®

Jen has found throughout the course of her career that, for her, professional fulfillment requires personal connection. She is passionate about working closely with each client to create dynamic, highly personalized action plans. Recognizing that financial independence is crucial no matter what curveballs life may throw, she prides herself on her ability to demystify financial advising and provide her clients a genuine human experience. With well over a decade of industry experience, Jen graduated summa cum laude from Centenary College of Louisiana, and holds a Masters Degree from the University of Texas at Austin in addition to an MBA from the University of Texas at Dallas.

She has been quoted by Forbes, MarketWatch, Investor Business Daily, PolicyGenius and ThinkAdvisor.  She was recognized as a Five Star Wealth Manager in 2021 & 2022 and was selected by D Magazine as one of the “Best Financial Planners in Dallas” in 2022.

As a Certified Financial Planner™, she has a diverse background. Having worked with everything from Fortune 500s to small- and mid-sized privately held companies, she now chooses to channel her time and attention into one-on-one advising. Both personally and professionally, Jen has been a long-standing advocate for women in the workforce, and specializes in helping her clients navigate emotionally-charged periods of transition, particularly after divorce or the loss of a loved one. With her compassionate nature and innate ability to identify and clarify unspoken needs, she takes pride in her ability to guide and advise.

Jen enjoys mentoring and supporting women from all walks of life. She is currently involved with a Working Moms Group at the First United Methodist Church in Richardson, plays an active role in the Financial Planners Association of Dallas-Ft. Worth and volunteers for Junior Achievement of Dallas. Outside the office, Jen is an ardent self-help book reader, podcast enthusiast and currently lives in Garland with her beautiful family including three teenagers and three very well-loved dogs.  Her family is built on a love of Broadway musicals!