919-851-8200 ext. 206
Grace is a Certified Financial PlannerTM with more than 10 years of experience in the financial planning industry. She helps many families and single individuals plan for retirement, save for college, and manage their finances.
As a local Raleigh-Durham native, Grace was born and raised in a financially savvy family. Her father was a financial advisor and the guiding influence behind Grace’s strong love for teaching others about how to best handle their finances. Grace learned the value of a dollar at a young age when she started as an intern at her dad’s financial firm at 15 years old. That hard work and dedication allowed Grace to earn her own money and learn how to save towards her goals. She proudly paid her own way through attending North Carolina State University, studying Business Administration with a focus on Finance and a minor in Accounting – and she graduated completely debt-free.
Being a Fee-Only Advisor helps mitigate bias in her financial recommendations. This allows her to provide the best solutions for her clients. She focuses on retirement planning, college savings tax planning, and more.
In addition to being a Financial Planner, Grace is also a part of the Global Financial Planning Institute. She is also a member of the National Association of Personal Financial Advisors (NAPFA) and their NAPFA Genesis program as well as the Financial Planning Association (FPA) and their FPA NexGen program.
When she’s not in the office, Grace enjoys spending time with her husband and their two boys.
If you want to work with an experienced Financial Planner, contact Grace today by phone: (919) 851-8200 ext. 206, via email: firstname.lastname@example.org or on LinkedIn and let her help you make sure your finances are on track for you to achieve your goals.