Simplified Financial Advice.

Meet Grace


Grace joined the team as a 2021 graduate of Pittsburg State University with her bachelor’s degree in finance minoring in economics. Driven to further her education she graduated with her MBA in 2023.

As a Client Service Associate, Grace strives to ensure the needs of clients are met while paying close attention to the details. Before joining the team, Grace was an Account Specialist for Nevada Insurance Agency Inc where she learned the value and importance of providing knowledgeable service.

Outside of the office Grace enjoys spending time with her daughter, Ryder Kay. She also likes to practice yoga and golf. She is motivated by her past achievements and knows she can do anything she sets her mind to.