LPL Financial Planner
Grace brings a fresh perspective to our team as a Financial Planner. She joined Pelerin Wealth Management in 2022 after 10+ years in higher education.
Grace focuses on holistic financial planning strategies for clients, ranging from retirement planning to risk management. She enjoys joining forces with individuals and families to help them accomplish their financial goals and increase their financial wellness.
She blends her background in psychology and counseling with a passion for making financial concepts clear and actionable.
Grace earned a BA in Psychology from East Carolina University and competed on the Division 1 women’s track & field team. She has a Master’s Degree in Higher Education from Monmouth University.
She holds Series 66 and Series 7 licenses through LPL.
Outside of work, Grace is busy raising two young girls. Her passions include the beach, reading, nature walks and runs, and doing fun family trips in Philadelphia.