Larissa Grantham, CFP®, CDFA®
Senior Wealth Counselor
Larissa came to Versant Capital Management in 2019 from Stepp & Rothwell, Inc. in Overland Park, KS. There she was a partner and a principal financial advisor, serving the needs of high net worth clients and their entities. A CERTIFIED FINANCIAL PLANNER™ with more than 15 years of portfolio management experience, Larissa has an exceptional ability to “read the room” and develop trust with the clients she serves. She approaches wealth management much the same as a problem solver deciphers puzzles, working with people to identify what they want their lives to be like and helping them get there. She gains deep insight into her client families to understand what is truly important to them.
Larissa has a keen understanding of federal, individual and state tax laws. She considers tax implications during account rebalancing, reviews tax projections with her clients, and works closely with our client’s CPAs.
While living in Kansas, Larissa was a volunteer reader for Reach Out and Read Kansas City, eventually joining their Community Council and serving as their finance committee chair. The organizations promote the importance of reading to children, particularly in lower-income areas, where access to books is limited. Larissa looks forward to continuing her volunteerism here in Phoenix.
Coming from a family of nine children, Larissa developed a competitive nature at a young age. Together with her husband and two young sons, she is often found catching a Kansas City Chiefs or Royals game on TV. She is also an avid reader and has read the Harry Potter series more than twenty times, along with many other books.
Larissa is a graduate of Park University in Parkville, MO (magna cum laude) with a degree business administration, emphasis on finance.