Grace works closely with Wealth Advisors to support comprehensive financial planning, tax strategies, and tax preparation services. Her role focuses on strengthening client relationships and supporting new client development through coordinated planning efforts.

Grace began her career at Heritage as a Client Administrative Associate, where she provided administrative and client service support and developed a strong foundation in advisory operations. She progressed into her current role by deepening her involvement in planning coordination and advisor support.

She joined Heritage with prior experience in office management, customer service, and administrative support. Grace earned a B.A. in Economics from Boston College, with a minor in Management for Social Impact, and is currently working toward her Certified Financial Planner™ (CFP®) designation.

Grace serves as Co-Chair of Women in Finance for the Financial Planning Association of Central Virginia and enjoys reading, cooking, yoga, and recreational sports.