Meet Grace
Grace Kereky is a Relationship & Operations Associate with Carson Wealth. She helps ensure clients receive a seamless, responsive, and personalized service experience. Grace coordinates account maintenance, facilitates money movements, and manages client requests accurately and efficiently, helping clients feel confident and supported as they work toward their long-term financial goals.
With experience in both the mortgage and wealth management industries, Grace brings a well-rounded understanding of financial services and client needs to her role. She earned her bachelor’s degree in Finance from Edinboro University of Pennsylvania and began her career in mortgage operations, where she developed extensive experience in financial analysis, operations, and client service. Today, she draws on that experience to provide thoughtful support to both clients and advisors.
Grace believes that strong client relationships are built through proactive communication, attention to detail, and a willingness to help solve problems. She takes pride in being someone clients and advisors can rely on behind the scenes to keep things moving smoothly.
Outside of the office, Grace enjoys staying active and spending time outdoors. A former collegiate soccer player, she continues to value the teamwork, discipline, and competitive spirit the sport instilled in her. She also enjoys spending time with friends and family and exploring the outdoors with her beloved dog, Roxy.
Grace enjoys red Thai curry, loves The Shining as both a favorite book and movie, and looks forward to Halloween each year. She would most like to visit Japan or Thailand. What motivates her is simple: being a better version of herself today than she was yesterday.
