Grace brings over 25 years of experience in the financial services industry and is deeply committed to delivering exceptional client service. As a Senior Client Service Associate, she takes pride in ensuring a seamless client experience by managing day-to-day client needs, opening and servicing accounts, and supporting all administrative functions for the team.
Prior to her current role, Grace worked at Smith Barney and UBS, where she supported financial advisors and played a key role in building and maintaining strong, trusted client relationships.
Grace lives in East Moline, Illinois, with her husband, Matt. She is a proud mom, a devoted dog owner, and enjoys spending quality time with her family. Outside of work, she loves to travel and can often be found attending live music events with friends.