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Grace McCauley, CFP®

Grace McCauley, CFP®

LPL Registered Administrative Associate

Grace is a 2016 graduate of the University of Texas at Austin where she majored in Economics. She discovered her interest in wealth management as an undergraduate, working for wealth management firms between classes. From 2016 to early 2019 she worked for a firm in downtown Chicago, developing her skills and establishing her professional credentials. In March of 2019 she was awarded her certificate as a CERTIFIED FINANCIAL PLAN™. She has experience working with clients all over the United States and in every stage of life. 

When she is not in the office, Grace can be found running along the lake in Uptown or playing tennis.