Any great business has an undeniable focus on getting things done for its clients: that’s exactly what Grace does.
Responsive. Experienced. Discreet. Grace brings a quick smile and clear desire to ensure every client is cared for in a professional and comfortable manner. She’s been with the team for years and will help ensure that the ton of paperwork that can be required, seems simple and that all the moving pieces of your plan, investments and insurance are being coordinated and completed in accordance with the plan you develop with Kevin.
Expect to be chatting with Grace.