Executive Sales Assistant
A passionate go-getter, Grace handles many of the minute details for all client accounts including transferring accounts, distributions, contributions, and assisting with any questions you might have. She has an eye for details, and does an excellent job serving the clients at Potomac Financial Consultants. Grace is an unregistered associated person of Kestra Investment Services, LLC.
Grace is originally from Baton Rouge, Louisiana. (This is your opportunity to get a native’s take on the incredible food and culture of Baton Rouge!) She holds a BA in Marketing from Southeastern Louisiana University and has more than ten years of experience in the financial industry.
Exploring the world with her husband and little boy is what makes Grace smile. They are an adventurous family that enjoys hiking, biking, and spending time on the water.