Simplified Financial Advice.

Meet Grace


Grace is our Client Service Associate and consistently strives to ensure the needs of our clients are met. Her professional experience taught her the importance of providing knowledgeable service to clients.

A graduate of Pittsburg State University with a degree in Finance with a minor in Economics, Grace continues to expand her knowledge in an MBA program.

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


Favorite food:

Mashed potatoes & brown gravy

Best piece of financial advice received:

“Know what you own and know why you own it.” Peter Lynch

Favorite quote:

“The day you plant the seed is not the day you eat the fruit.” Fabienne Fredrickson

Favorite movie:

It’s a Wonderful Life

Favorite holiday:


Something on your bucket list:

To see the Northern Lights

Place you’d most like to visit:

Galapagos Islands

You biggest accomplishment:

Becoming a mother and completing my undergraduate degree at the same time

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.