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 career began in management consulting and private banking, with time spent in Seattle helping clients navigate financial decisions with confidence and care.
While she appreciates every corner of the Pacific Northwest, Grace is most at home in Oregon. Whether she is exploring Portland’s vibrant food scene, hiking between waterfalls in the Columbia River Gorge or biking, hiking & skiing Central Oregon, she finds joy staying connected to the landscapes and communities she loves.
Contact Grace:
Phone: 503-961-1554