Grace is a partner and Certified Financial Planner™ with over 12 years of experience in financial planning. She helps busy families and individuals plan for retirement, save taxes, and simplify their financial life.
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, is involved in the community, and serves in various roles at her church.
