Senior Planner
Grayson Hatfield
Accreditations/Education:
Certified Public Accountant (CPA)
CERTIFIED FINANCIAL PLANNER™ Practitioner (CFP®)
Investment Advisor Representative (IAR)
BBA – Entreprenurship, Dallas Baptist University
MBA – Accounting, Dallas Baptist University
Previous Experience:
After beginning a career in sales, Grayson went back to school to get his master’s degree in accounting, his CPA license, and his CFP® designation. During his time at MLW he has worked in four different roles and has worked with over 200 clients.
Family Life:
Grayson and his wife Kristina have a daughter named Miller and two sons, Rhodes and Baker. They enjoy being outside as much as possible.
Outside the Office, You’ll Find Him:
If Grayson isn’t spending time with his wife and kids, you might find him playing games or golf with his friends. He also prides himself in his research, whether it be for new restaurants, tv shows, or music.
Something Most People Don’t Know:
Grayson enjoys bouncing around to new hobbies and skills. This includes golf, board games, finer foods, bourbon, and binge-watching TV shows.
Words of Wisdom:
Know your worth. Then add tax.