Mary Grace is a Certified Public Accountant and CERTIFIED FINANCIAL PLANNER™, 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. She graduated summa cum laude from St. John Fisher University with a B.S. in Accounting in 2020. Following college, she spent two years working as a tax accountant at The Bonadio Group.
Outside of work, Mary Grace loves to cook, exercise, and spend time with family and friends whenever possible.
“Would I rather travel backwards or forwards in time? I would prefer to travel backwards in time in order to experience the formative years of our nation. I’m apprehensive about what the future holds and would therefore like to keep my distance!”