Meet Our Financial Planning Team

 

At The Retirement Planning Concierge, we treat you like family. Our experienced team is committed to you and your family and we strive to exceed your expectations for service every day.

 

Melanie Hasty-Grant

Founding Partner, Wealth Advisor, and Registered Social Security Analyst

Ken Grant

Senior Partner & Wealth Advisor

Tiffany Chaney

Customer Service Specialist

Triston Hasty-Grant

Wealth Advisor, Director of Business Development

Donisha Lane

Retirement Planning Concierge

Jessica Pugh

Customer Service Representative

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Individuals affiliated with Cetera firms are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

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