I'm passionate about helping people make smart financial decisions. My goal is to provide you with personalized wealth management solutions that align with your unique needs and aspirations. By removing the stress of managing your wealth, you'll have more time and energy to focus on what truly matters to you.

With over 28 years of experience in the wealth management industry, I have the knowledge and expertise to guide you on your financial journey. I hold a Bachelor of Arts in Business/Economics from Wheaton College (IL) and the CERTIFIED FINANCIAL PLANNER™ and Certified Private Wealth Advisor® designations.

I've been married to my wonderful wife, Marissa, for over twenty years. We have a daughter, Olivia, who brings us immense joy. When I'm not working, I love spending quality time with family and friends. I'm also an active member of City First Church. You might also find me with my nose in a book, hitting the gym, or cheering on my beloved Chicago Bears and Chicago Cubs!

Grant Heinberg is a Client Assistant with Baird, where he plays an active role in client communication, day-to-day operations, and supporting advisors in delivering an exceptional client experience.

Raised and residing in Marengo, Illinois, Grant graduated cum laude from the University of Wisconsin-Whitewater in the spring of 2025 with a degree in Finance, emphasizing in Financial Planning. During his time at UW-Whitewater, he was a six-time Dean’s List honoree.

Grant currently holds his Security Industry Essentials (SIE) license and is in the process of obtaining his Series 7 and 66 registrations, along with pursuing the CERTIFIED FINANCIAL PLANNER™ (CFP) designation. His background includes internships within banking and wealth management, where he developed a strong foundation in financial services and client relationships.

Outside the office, Grant enjoys hunting, fitness, cooking, and spending time with friends and family. A lifelong athlete and diehard Chicago sports fan, he continues to stay active and involved in sports whenever possible.