Grace joined Geometric Wealth Advisors in 2023. Her tax career began while serving as a Financial Specialist for the United States Air Force, which subsequently led to a role as a Tax Manager serving high- and ultra-high-net-worth clients at Truepoint Wealth Counsel. She joined Geometric to have a greater impact on the tax profiles of clients to whom she could better relate. Grace loves the intellectual puzzle of tax preparation and planning. She takes pride in demystifying the tax code for her clients and finding ways to optimize it on their behalf.
Grace specializes in serving Partners at Bain & Company, Partners & Managing Directors at Boston Consulting Group, and corporate executives.
Grace lives in Dayton, Ohio, near her family and friends. She is an avid traveler with the goal of visiting more countries than her current age. When she is at home, she spends her time cooking, training horses, and flying airplanes.