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Jan Grant

Vice President

Background & Role

Jan is responsible for trust and estate settlement in our Brookfield, Wisconsin location and has over 20 years of experience in trust administration and settlement services. Her expertise with complex trusts and estates 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 allow 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

Education

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

Contact

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