Grace Bossert

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. She strives to fully grasp a client’s unique goals and aspirations and to help empower them with the knowledge to make informed decisions for a financially secure future. Grace is a CERTIFIED FINANCIAL PLANNER® professional and a Chartered SRI Counselor℠. She calls Chicago home, sharing life with her partner and their dog. In her free time, Grace enjoys traveling, being outdoors, and reading.