
Monthly Recap – December 2025
January 8, 2026
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...


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

January 8, 2026
December Observations Subdued Month Brings the End to a Solid Year U.S. equity markets closed a robust...

January 6, 2026
by John Costello, Investment Risk Analyst *Readers unfamiliar with options terminology may wish to con...

January 5, 2026
By Michael Torney, J.D., CFP®, LL.M., CEPA Business value drivers are the underlying factors that infl...