Grace is committed to helping clients pursue their financial goals through strategic and careful investment planning. She helps clients steward their resources to bless others.
Grace and her team specialize in many facets of wealth management, including longevity and estate planning, insurance analysis, investment allocation and philanthropic efforts to help clients pursue their financial goals. She seeks to communicate simply, making complex topics understandable and approachable.
Grace is a graduate of Wheaton College in Illinois with a B.A. in business economics and communication. She holds the CERTIFIED FINANCIAL PLANNER™ certification. Originally from the Indianapolis area, Grace enjoys time with family, hospitality and event planning, reading and involvement in her local church.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
