Biography
Grace is the Assistant Wealth Advisor to our Investment Manager, John Ptak. She focuses on managing and optimizing client portfolios with an emphasis on long-term financial planning. Her responsibilities include implementing tax-loss harvesting strategies to reduce tax burdens, monitoring the market, and ensuring clients maintain an optimal asset allocation. She also provides comprehensive retirement planning, including optimizing accounts such as IRAs, Roth IRAs, and 401(k)s.
Originally from Sydney, Australia, Grace moved to Tucson, Arizona to attend the University of Arizona. After graduating, she relocated to San Antonio in 2015, where she spent nine years working in private banking and wealth management.