Executive Assistant to Gary L. Fisher
Grace holds a Bachelors Degree from Michigan State University, and is a graduate of LPL Admin University (AdminU) where she obtained industry specific training. In her fourth year in the industry, she has been involved in a diverse array of activities and has received product and company specific training in virtually every key area of financial planning.
Grace works closely with clients and is not only the friendly voice on the phone when you call the office, she is also often involved in client meetings and conference calls. She focuses her time on handling some of the critical details and administrative processes that go in to making transactions, paperwork, and day- to-day functions work smoothly and seamlessly. She is also a veritable fount of information when it comes to account statements, company processes, and work flow. Her work in helping onboard new clients is a key element in making sure that clients always understand what is happening from the beginning of the process until the end. In short, Grace is a key team member, and someone who will help make your experience with GL Fisher Capital Management a satisfying one!