Paraplanner

As Paraplanner, Gracie is dedicated to providing essential support in financial planning and analysis, helping to develop comprehensive strategies tailored to our clients’ unique needs. She assists with research, prepares detailed reports, and collaborates closely with advisors to ensure the highest level of service.

Gracie began her career in financial services after obtaining her Accounting degree from Asheville-Buncombe Tech in 2016. She gained valuable experience and expertise as a financial service officer at the State Employees’ Credit Union, where she specialized in mortgage processing. Her knowledge of the industry and commitment to exceptional customer service make her a valuable asset to our team.

Gracie lives in downtown Asheville with her rescue animals. Outside of work, she enjoys watching true crime documentaries, trying new Pinterest recipes, and attending live music events. She enjoys being outside whether she’s taking care of her garden or exploring local trails in WNC. Gracie’s passion for personal growth and dedication to serving clients make her a highly skilled and personable Paraplanner.