Mary Grace is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™ professional, responsible for working with clients to achieve both short-term and long-term financial goals. She works closely with the Wealth Management team in the development and management of clients’ financial plans. After graduating summa cum laude from St. John Fisher University with a B.S. in Accounting, she worked as a tax accountant in the public accounting industry.
Outside of work, Mary Grace loves to cook, exercise, and spend time with family and friends whenever possible.
