Grace is passionate about helping clients plan for and achieve their life goals.  She has been a part of the Financial Symmetry team for over 7 years, originally starting out as an intern and later transitioning into a full-time role upon graduating from North Carolina State University with a degree in Business Administration, a concentration in Finance, and a minor in Accounting. 

Grace is a CERTIFIED FINANCIAL PLANNER™ and is a member of NAPFA and its NAPFA Genesis program as well as the Financial Planning Association and FPA NexGen.

Grace grew up in North Carolina.  She and her husband live near RTP, have two young sons, and are members of The Summit Church where they serve as financial coaches.  They often spend their time hiking in Umstead Park, trying out new restaurants in the Triangle or spending time with their large extended family.
919-851-8200 ext. 206

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