Grace joined Baird in May 2022 as a summer intern, where she earned her Series 7 and Series 66 licenses and began building a strong foundation in wealth management. She graduated magna cum laude from the University of Southern Indiana in December 2022 with a Bachelor of Science in Finance. Following graduation, Grace transitioned into a full-time role as a Client Specialist, deepening her experience in client service and financial planning support.
In July 2025, Grace was promoted to Associate Financial Advisor. In the same year, she earned both her CERTIFIED FINANCIAL PLANNER® certification and Certified Investment Management Analyst® designation - milestones that reflect her commitment to advanced investment knowledge and comprehensive, client-centered financial planning.
In her current role, Grace works closely with clients to develop personalized financial plans aligned with their goals, values, and life priorities. She supports comprehensive wealth management strategies, including retirement planning, investment guidance, tax-efficient planning, and risk management. Grace is passionate about helping clients gain clarity and confidence in their financial decisions through thoughtful analysis, education, and ongoing support.
Prior to joining Baird, Grace gained hands-on experience as a bank teller and tax preparation assistant, experiences that helped shape her client-first mindset and appreciation for the practical side of financial decision-making. She values building long-term relationships and is dedicated to making a meaningful, positive impact in the lives of the clients and families she serves.
Outside of work, Grace enjoys crocheting, traveling, and spending time with family, friends, and her cats. She is also passionate about giving back to the community and enjoys volunteering with a variety of organizations, most recently including Habitat for Humanity and Feeding America.