Grace is a graduate of Gettysburg College and began her career in the wealth management industry with a focus on financial planning. She is passionate about helping clients work toward their financial goals through thoughtful planning and personalized guidance. Currently, she is pursuing her Certified Financial Planner™ (CFP®) designation as she continues to expand her knowledge and expertise in the field.
Born and raised in New York, she is an avid New York Mets fan. Outside of work, she enjoys traveling and spending time with family and friends.