Grace Fontanez

Grace’s role consists of leading client service and office operational needs. Grace started her financial career with LPL in 2011 and three years later joined another financial institution in the state of Virginia, where she supported multiple financial advisors. Grace has spent her financial services career building strong client relationships, understanding, and addressing clients' needs quickly and efficiently.  Through her continued work within this role, she has experienced the powerful value of financial planning and how it truly impacts individuals and families. It has been that realization, paired with her attention to detail, that has made Grace a strong asset to both our clients and our practice.

Grace assists in client servicing, including answering account questions, performing distributions and contributions, updating beneficiary information, opening accounts, setting up annual review meetings, and much more. 

Grace was born and raised in Saddle Brook, New Jersey. She moved to Virginia in 2013 where she currently resides. She lives with her husband Jose, who served in the United States Army for eight years, and her son Lucas.