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 also have a dog named Beckley who is a goldendoodle.
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:
While Grayson loves to partake in finer foods, there really isn’t any food item or group that he doesn’t like. He often claims to be the least picky eater in the world.
Words of Wisdom:
Know your worth. Then add tax.