Firm Overview

Grant Heller, Principal

Grant Heller is a Principal in Pioneer’s estate planning advisory and risk management groups. Grant has over 30 years of experience in the financial services industry. Grant began his career as entrepreneur, forming a pension administration firm in the 1980’s. In the 1990’s, Sagemark Consulting hired Grant to develop and grow their fee-based estate planning business. Grant’s innovative solutions coupled with his keen understanding of clients' concerns helped create his reputation as an exceptional advisor to a select group of America’s most successful families. In 1999, Grant left Sagemark to join his current partners in the predecessor firm to Pioneer. Since that time, private wealth managers, financial advisors, major law firms, banks and CPA’s have leveraged his expertise in advanced estate planning and risk management for their most valued clients. Grant is a frequent lecturer on advanced estate planning and has been a platform speaker for law firms, insurance companies, accounting firms, banks and various financial planning groups. Grant graduated from Franklin & Marshall College with B.A. degree in government. He is a Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU).

gheller@pioneerwealthpartners.com

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