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Jan Grant

Senior Vice President - Estate and Trust Settlement


Background & Role

Jan is responsible for the overall development and delivery of estate and trust settlement services and manages our estate and trust settlement team. As a member of our senior management team, Jan brings over 25 years of experience in settlement services and trust administration. Her expertise with complex estates and trusts combined with her attention to detail and responsiveness make her a valued resource for our advisor partners.

With her legal education and extensive background, Jan provides thoughtful and compassionate service to our clients, their families, and beneficiaries. Her knowledgeable approach to settlement services allows her to form a highly effective team with investment managers, attorneys, and other professional advisors.

Memberships & Associations

  • Member, State Bar of Wisconsin
  • Member, Association for Women Lawyers


  • B.A., Management and Communication, Concordia University
  • Master of Business Administration, Concordia University
  • J.D., Marquette University
  • Certified Trust and Fiduciary Advisor (CTFA) – Institute of Certified Bankers


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