Who We Are

  • Grant has been in the financial services industry since finishing business school in 2007.

    He spent seven years as a Trader & Senior Manager in the securities lending group at Charles Schwab & Co., Inc, before founding Three Oaks Wealth, an affiliate of Three Oaks Tax, in 2014.

    Beforehand, Grant held positions at both Smith Barney and American Express. He holds an MBA and a B.S. in Applied Economics from Ithaca College, along with the following professional designations:

    CFA Charterholder (CFA)

    CERTIFIED FINANCIAL PLANNER™ (CFP®)

    Accredited Investment Fiduciary (AIF®)

    Certified Exit Planning Advisor (CEPA)

    IRS Enrolled Agent (EA)

    In his free time Grant loves being outside. During the winter you can find him scouring snow reports and planning his next ski trip. In the summers he enjoys chasing around his three kids, coaching little league baseball, and tragically following the Seattle Mariners.

  • Bethany joined Three Oaks in 2023. Prior to joining the financial services industry, Bethany taught English as a Second Language to adults and coordinated a consortium of adult education programs across the Sacramento region. She holds an M.A. in English and a B.B.A. in International Marketing.

    In her free time, Bethany enjoys trail running, listening to podcasts, traveling, and spending time outdoors with her family.

  • Mehgan began her career in customer service management in 2012, with a focus on human resources and client experience. Prior to joining Three Oaks, she held management positions in several high-volume storefronts for various corporations within the retail and entertainment space. Mehgan is currently in the process of obtaining her BBA and plans to continue pursuing higher education.

    In her free time, Mehgan enjoys hiking, photography, and traveling with her husband. She is a proud wife, and pet parent to her cat, Hoover.