Meet Grace
Grace is a Wealth Advisor based in Chicago, Illinois. She joined Mercer Advisors in 2021 and advanced from client service to financial planning roles before becoming a Wealth Advisor. Grace began her career in financial services after graduating from the University of Wisconsin-Madison with a degree in personal finance. Fueled by a deep-rooted passion for her clients’ financial well-being, Grace is committed to delivering high-caliber financial planning services. Grace is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered SRI Counselor℠.
Grace’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Grace has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Helping new families shift financial priorities while building a strong foundation for the future
- Guiding clients through living in retirement with steady income and smart planning
- Helping single women manage wealth on their own terms, with strategies aligned to their lifestyle and priorities
- For women breadwinners, financial strategies to support their families and long-term goals
Her working style
Grace is client-focused and strives to build trust. She prioritizes understanding individual goals before crafting tailored strategies. She approaches every decision with integrity and a long-term perspective, helping ensure clarity and confidence for her clients. Collaboration and clear communication are at the heart of how Grace helps deliver value and build lasting relationships.
Grace in real life
What makes you tick?
Helping others achieve financial confidence. I love seeing clients achieve their goals and make informed decisions.
What keeps you busy outside of work?
I love spending time with my two dogs, who keep me active and entertained. Traveling is another passion of mine. Exploring new places and cultures is truly humbling and gives me fresh perspectives and inspiration.
Favorite thing about where you live?
I absolutely love Chicago. There’s always a new place or restaurant to explore. The options are endless.
Grace’s snapshots
Meet Grace’s Teammates
Tabitha Seldomridge
Sr. Client Service Specialist
What Grace Says
I truly love working with Tabitha because she is at the forefront of the client experience, consistently helping ensure that every client feels valued and well taken care of. She has an exceptional ability to get things done efficiently and effectively.
Carin Roman
Wealth Advisor
What Grace Says
I thoroughly enjoy working with Carin. Her dedication to her clients is unmatched. Her commitment to creating a white glove client experience inspires everyone around her and makes her an invaluable part of our team.
Dominic Colletti
Regional Vice President
What Grace Says
Dom has an amaving ability to understand a client’s needs and our strengths. This helps ensure every relationship starts on the right foot. Dom consistently delivers a white glove client experience.
Dana DeLance
Wealth Advisor
What Grace Says
Dana is deeply committed to delivering a high level of service for her clients. She takes the time to understand their goals and partners with them every step of the way to help ensure their success. Her dedication, professionalism, and collaborative approach are impressive.
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