Grace has over 30 years of working in the financial services industry and 17 years of working with clients one on one. She has worked in the healthcare and teacher markets and spent 12 years with the Church Pension Group serving Lay and Clergy. She’s provided hundreds of people with retirement planning support. She has been a presenter and content creator for financial wellness conferences.
Grace is now an independent using her expertise to help clients identify their financial goals, build sustainable plans, and select appropriate and affordable products.
She’s acquired many letters after name including:
· Chartered Financial Consultant® (ChFC®)
· Retirement Income Certified Professional (RICP®);
· Certification in Long-Term Care (CLTC® )
But these credentials are not what is most important to her. Her true passion is teaching the best solutions and inspiring people to take control of their finances. She’s no stranger to the events that change the course of one’s life: marriage, children, debt, divorce, and death of a family member. Her experiences give her empathy for where her clients are in their own lives. She believes that being a personal financial advisor requires being personal and listening intently to people’s stories.
She prides herself in her ability to make life-changing financial decisions with her clients. She specializes in empowering people, especially women — teaching them what they need to know to feel great about the decisions they make.
Grace is located in Westmont, NJ and has two adult children, two dogs, and two cats.