Grace has worked in the fields of finance, investing, and wealth management for over twenty years with families, individuals, and business owners.
Clients deserve a level of service calibrated to meet their needs, their life’s work, family dynamic, goals, and ever-changing situations. A desire for the satisfaction that careful planning and prudent investing affords is the only pre-requisite to working together.
Grace earned her bachelor’s degree in Business Administration from Roberts Wesleyan College. Working at JP Morgan in Rochester, New York, afforded Trust, Investment, and wealth development expertise. She added the Accredited Asset Management Specialist, or AAMS® designation in 2020. Continued learning and teaching opportunities are an important part of helping her clients invest and thrive, especially through difficult economic cycles.
Grace serves as Vice-Chair on the board of the Child Advocacy Center of Anderson County and as a member of the Anderson County Chamber of Commerce. She and her family are privileged to worship at the Second Baptist Church of Clinton, Tennessee.
Cultivation lends success. Portfolios, insurance policies, and financial planning supply the means to face the future with peace and the capacity to do more of what matters. We welcome you to work together toward a future cultivated with purpose and intelligence.