View in portrait for best experience

Grace Joseph

Senior Client Service Manager

As a Senior Client Service Manager, Grace brings academic achievements, professional experiences, and a passion for helping others to her role.

She graduated with a Bachelor of Accountancy and a Master of Accountancy from SIUE. Throughout her academic journey, Grace was actively involved in various organizations, including Beta Alpha Psi, where she served as President; Financial Management Association as Vice President; Business ELITE as Vice President of Membership; and SIUE Make-A-Wish as Vice President of Operations.

Her dedication and leadership were recognized with the Enterprise President Award from Beta Alpha Psi, and she consistently made the honor roll during her undergraduate studies.

As a member of the AICPA for several years, Grace values the opportunity to engage with fellow professionals in her industry. Her passion for helping and interacting with people drew her to pursue a career in accounting.

In her previous role at Wipfli, Grace served as a tax accountant, gaining valuable experience in preparing business, personal, and trust returns. Prior to that, she completed internships at Archford Capital and TD Ameritrade, where she honed her skills in the financial services sector.

Outside work, Grace enjoys exploring the outdoors through hiking, kayaking, and biking. She is also an avid food enthusiast who delights in discovering new restaurants in the city and frequenting local farmer’s markets. Grace resides in the Creve Coeur area with her boyfriend and their newest addition to the family, a playful kitten.

EDUCATION

  • B.S., Accountancy, Southern Illinois University Edwardsville
  • M.A., Accountancy, Southern Illinois University Edwardsville

A WEALTH OF INFORMATION

Dive into the latest insights from our expert team with our personal touch.

Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor

Divorce Paths Explained: What Women Should Know About Trial, Mediation, and the Role of a Financial Advisor

February 17, 2026

by Ally Kell You’ve made the decision to divorce. The next question is often just as important: how wi...

Emerging Markets Chat with Ashmore’s Gustavo Medeiros

Emerging Markets Chat with Ashmore’s Gustavo Medeiros

February 13, 2026

Historically, emerging markets have typically made the headlines for political upheaval, war or econom...

Monthly Recap – January 2026

Monthly Recap – January 2026

February 6, 2026

January Observations Volatile Start to 2026 as Geopolitics Dominated Headlines U.S. equity markets pos...

Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell

Exit Planning Starts Sooner Than You Think: How to Build Business Value Years Before You Sell

February 2, 2026

By Michael Torney, J.D., CFP®, LL.M., CEPA While your company’s goalposts, objectives, and operations ...

VIEW ALL ARTICLES

Let’s make every moment count together…