Meet the Team

Grant Bledsoe, CFA, CFP^®

Founder, Senior Financial Planner

Grant began his career in the financial services industry in 2007. Prior to founding Three Oaks, he was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. Beforehand, Grant held positions at both Smith Barney and American Express.

Grant is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News. He holds an MBA and a B.S. in Applied Economics from Ithaca College, along with the following professional designations:

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.

Mehgan Fallahi-Marzooni

Director of Client Operations

Grant began his career in the financial services industry in 2007. Prior to founding Three Oaks, he was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. Beforehand, Grant held positions at both Smith Barney and American Express.

Grant is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News. He holds an MBA and a B.S. in Applied Economics from Ithaca College, along with the following professional designations:

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.

Ryan McConnell

Associate Financial Planner

Grant began his career in the financial services industry in 2007. Prior to founding Three Oaks, he was a Senior Manager and Trader in the securities lending group at Charles Schwab & Co., Inc. Beforehand, Grant held positions at both Smith Barney and American Express.

Grant is frequently quoted in several national publications, including Forbes, CNBC, The Huffington Post, and U.S. News. He holds an MBA and a B.S. in Applied Economics from Ithaca College, along with the following professional designations:

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.