About
Grace
Grace believes that the most important element in her career is the clients that she has served for decades. Their loyalty and trust are gratifying and most appreciated.
Grace began her career as a municipal bond analyst in Washington D.C., then progressed to Wall Street and worked as an international bond analyst. After moving to Phoenix, she became a portfolio manager serving individuals and institutions, including working at Wells Fargo, Northern Trust, and Barclays International Private Banking. In 1997, Grace launched her RIA firm in Phoenix, which she later sold to Benefit Financial Services Group (BFSG) in 2017. She joined Focus through the firm’s 2026 merger with BFSG.
Her interests include traveling internationally with her husband, Charles, and carving out time for her three grandsons. She is also active at her parish and tries to make a difference every day.
Education and Professional Milestones:
-University of Wisconsin-Eau Claire - bachelor’s degree
-George Washington University – MBA
-Attended Pacific Coast Banking School
Grace believes that the most important element in her career is the clients that she has served for decades. Their loyalty and trust are gratifying and most appreciated.
Grace began her career as a municipal bond analyst in Washington D.C., then progressed to Wall Street and worked as an international bond analyst. After moving to Phoenix, she became a portfolio manager serving individuals and institutions, including working at Wells Fargo, Northern Trust, and Barclays International Private Banking. In 1997, Grace launched her RIA firm in Phoenix, which she later sold to Benefit Financial Services Group (BFSG) in 2017. She joined Focus through the firm’s 2026 merger with BFSG.
Her interests include traveling internationally with her husband, Charles, and carving out time for her three grandsons. She is also active at her parish and tries to make a difference every day.
Education and Professional Milestones:
-University of Wisconsin-Eau Claire - bachelor’s degree
-George Washington University – MBA
-Attended Pacific Coast Banking School