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.

 

Executives

Melanie Hasty-Grant

Founder, Senior Wealth Advisor

Ken Grant

Managing Partner, Senior Wealth Advisor

Team Members

Triston Hasty-Grant

Wealth Advisor, Director of Business Development

Brianna Cole

Relationship Manager

Tara Benson

Relationship Manager

Abbie Patton

Director of First Impressions

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Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.

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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