Grace joined the First Oak team in 2018. With a passion for service, her expertise is in helping clients develop and implement strategies to create, grow and preserve wealth. An alumna of Colorado State University, her career in financial services began at Charles Schwab in Denver, Colorado. She served as a client service registered representative, advanced trade specialist and senior specialist for client development. While with Charles Schwab, she relocated to Little Rock, Arkansas, serving as an associate financial consultant. She obtained a CERTIFIED FINANCIAL PLANNER™ designation during that time, which she retains. Before joining the First Oak t