Grant Dressen
Associate Wealth Manager
Grant specializes in working with founders, business owners, and individuals with complex financial lives.
He acts as a quarterback for his clients' entire financial ecosystem, coordinating CPAs, attorneys, bankers, and estate and insurance strategies so every moving piece is aligned, and wealth works efficiently across taxes, investments, and generations.
Prior to joining 360, Grant managed alternative investments on an ultra-high-net-worth private client team, helped launch Sezzle Capital, and founded CaudexCRE, an alternative investment management software firm for real estate family offices. He graduated from Marquette University with degrees in Finance, Entrepreneurship, and Business Analytics, and competed as a Division I lacrosse player.
Outside of work, Grant stays active through skiing, golfing, and auto racing, and enjoys time with his family.
Favorite Quote: "We make a living by what we get, but we make a life by what we give." – Winston Churchill
Financial Superpower: Turning complex financial situations into a clear strategy clients can act on.
Financial Advice: True financial freedom isn't about how much money you have. It's about having the freedom to make choices without financial constraints.
Learn about 360 Financial and How Our Process Works
Grant specializes in working with founders, business owners, and individuals with complex financial lives.
He acts as a quarterback for his clients' entire financial ecosystem, coordinating CPAs, attorneys, bankers, and estate and insurance strategies so every moving piece is aligned, and wealth works efficiently across taxes, investments, and generations.
Prior to joining 360, Grant managed alternative investments on an ultra-high-net-worth private client team, helped launch Sezzle Capital, and founded CaudexCRE, an alternative investment management software firm for real estate family offices. He graduated from Marquette University with degrees in Finance, Entrepreneurship, and Business Analytics, and competed as a Division I lacrosse player.
Outside of work, Grant stays active through skiing, golfing, and auto racing, and enjoys time with his family.
Favorite Quote: "We make a living by what we get, but we make a life by what we give." – Winston Churchill
Financial Superpower: Turning complex financial situations into a clear strategy clients can act on.
Financial Advice: True financial freedom isn't about how much money you have. It's about having the freedom to make choices without financial constraints.