Grace is a partner and Certified Financial Planner™ with over 14 years of experience in financial planning. She helps busy families and individuals plan for retirement, save taxes, navigate life transitions, and simplify their financial lives.
Being a Fee-Only Advisor helps mitigate bias in her financial recommendations and allows her to provide the best solutions for her clients. She focuses on retirement planning, tax planning, education planning, and more.
In addition to having earned her Certified Financial PlannerTM designation, Grace has earned the Global Financial Planning Institute certification. She has been quoted in various industry publications and is a member of the National Association of Personal Financial Advisors (NAPFA) as well as the Financial Planning Association (FPA). Grace attended North Carolina State University, studying Business Administration with a focus on Finance and a minor in Accounting.
When she’s not in the office, Grace enjoys spending time with her husband, sons, and cavapoo, Lilly. She enjoys being active and giving back in the community and at church.
