Grace brings a thoughtful, client-first approach to her work in financial planning and portfolio management, combining a global banking background with a talent for solving complex problems through strong, trust-based relationships.
Born and raised in Southeast Portland, Grace graduated magna cum laude from Gonzaga University with a bachelor’s degree in Business Administration and a minor in the selective Hogan Entrepreneurial Leadership Program. Her professional experience includes management consulting and private banking roles in Seattle, where she assisted clients with financial decisions.
While she appreciates every corner of the Pacific Northwest, Grace is most at home in Oregon. She enjoys Portland’s food scene, exploring the Columbia River Gorge’s waterfalls, and recreational activities like biking, hiking, and skiing in Central Oregon.
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