Ready to focus on your financial goals? I can help. Your goals – my focus.

 

 Let's put the strategies together to work for you. Whether your priority is personal finances, your business, or both, I'm committed to helping you succeed.

 

 

EXPERIENCE:

Grace has a passion for helping people and is committed to putting them first.  She values their respect and recognizes the confidence they put in her to look out for their needs.  Her goal for her clients is to see them become better money managers and helping them to build a nest egg for retirement.  Grace is an Air Force Veteran and understands the value of hard work and teamwork.  Additionally, she has seven years of Human Resource background and six years of experience as a Revenue Officer with the Internal Revenue Service.  Grace understands how crucial it is to truly listen to your clients and she strives to give the same quality of service that she expects to receive when she is the customer.

EDUCATION & CREDENTIALS:

  • FINRA Series 7 & 66 securities registrations 
  • Life & Health Insurance License
  • Master's Degree in Human Resources and Organizational Development
  • Bachelor's Degree in Business Management

INTERESTS:

Grace and her husband are involved with the local Taekwondo school, helping with local activities and tournaments.  They are also involved with the Child Fund International Organization and different activities through their church.  She is a member of the Roseville Chamber of Commerce and Women's Veteran Alliance Group.  In her free time, Grace loves spending time outdoors in nature, whether it be hiking, camping, etc.  She also loves music and piano

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck