
Monthly Recap – September 2025
October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
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
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October 6, 2025
September Observations The Rally Continues Markets were broadly positive in September as U.S. stocks d...
October 1, 2025
ST. LOUIS, MO – Oct. 1, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nation’s l...
September 16, 2025
ST. LOUIS, MO – September 16, 2025 – Moneta Group Investment Advisors, LLC (“Moneta”), one of the nati...