LPL Financial Planner
Grace joined Pelerin Wealth Management in 2022 after leaving her previous career in higher education, and before that, campus ministry. She received a BA from East Carolina University and a MEd from Monmouth University. She holds her series 7 and 66 securities registrations through LPL Financial.
Grace thrives when she is doing meaningful work that deeply impacts other's lives. She saw that firsthand during her campus ministry days. She was able to see lives changed for the better as she committed to serving students for nearly a decade. As an LPL Financial Planner Grace will stop at nothing in order to bring that same level of devotion to her clients. It is her joy to research, study and analyze all possible outcomes in order to help clients find solutions to their unique problems.
Grace knows the importance of gaining financial freedom, navigating life's curve balls and planning for retirement and is committed to journeying together with clients as they accomplish their dreams.
Grace lives in Philadelphia with her Husband Brian and their 2-year-old, Amaya.