What do you enjoy most about wealth management?
Having the privilege to nourish trust and rapport in building meaningful client relationships.
What’s the biggest challenge?
Helping clients navigate external influences that may shape their perceptions.
What professional accomplishments are you most proud of?
Having the opportunity to learn from the best in the industry and passing on that knowledge to others.
What quality of yours makes you best suited to what you do?
The empathy to understand family dynamics and the emotional aspects tied to financial decisions.
How should people think about their wealth?
They should think beyond financial metrics to include well-being and life fulfillment where wealth will have a purposeful influence.
What do you love to do outside of work?
Being in the great outdoors, hiking, traveling, reading.
What would you be doing if you weren’t working for Aspiriant?
Joining a museum travel alliance that delivers curated experiences in art and culture.
What was the most influential book you’ve read and why?
“The Boys in the Boat: Nine Americans and Their Epic Quest for Gold,” by Daniel James Brown. It centers around the pursuit of excellence and the triumph of teamwork, set against the backdrop of history.
What personal accomplishments are you most proud of?
Maintaining a balance between family, work and giving back.
Grace joined Aspiriant in 2021 as a director in wealth management with more than 25 years of experience in the financial services industry. Grace focuses on working with professional fiduciaries in California's Orange County region.
Prior to joining the firm, Grace was a vice president at Hearthstone Private Wealth Management, serving professional trustees who work with conservatorship and guardianship accounts, special needs trusts, and more. She also served 13 years as a relationship manager with Schwab Advisor Services. In that capacity, Grace consulted with independent advisors on the broad range of business issues necessary to building a successful company.
Grace earned a B.A. in Merchandising. She enjoyed an early career in retail management before transitioning to the financial services industry. Grace completed the Executive Education Program through the Wharton School of Business in 2004. She serves her community by volunteering for the Bowers Museum’s family programs promoting cross-cultural enrichment. Grace also serves on the event committee with Adult Project Literacy, a local non-profit providing free literacy education for adults to improve their English proficiency.