Our Team

Grace Finney

Wealth Plan Design Specialist

Hometown: Grand Forks, ND

a large body of water with a city in the background
Grace Finney

Grace Finney

Wealth Plan Design Specialist

Personal Info

Grace is from Grand Forks, North Dakota, but now lives in Atlanta, Georgia (where the winters are much nicer). A graduate of Oberlin College where she majored in Economics, minored in Philosophy, and captained the Track and Field team, Grace now spends her free time trail running and playing recreational kickball.


Are you an early bird or a night owl?

Early bird

What would the title of your autobiography be?

Snowbird

If you could only listen to one song for the rest of your life, what would it be?

Going Home- Mark Knopfler

If you could have the power of teleportation right now, where would you go?

Switzerland

What is the last TV show you binge-watched?

Friday Night Lights (again)

Motto or personal mantra?

Show up

What inspires or motivates you to do your job, as it relates to the customer experience?

Knowing we can change our clients' outlook on life and their goals, and helping them develop strategies to set themselves and their families up for success.

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