Grace Lewis, CFP®
Primary Advisor
Grace’s path to financial planning began at Mississippi State University, where she earned her degree in finance. After spending the early years of her career as a financial analyst in the banking industry, she felt a pull toward a more personal side of finance, ultimately transitioning into a career dedicated to helping individuals navigate their long-term goals. Grace is driven by the belief that a sound financial plan is the foundation of true peace of mind, allowing people to live fully today while prudently preparing for the future.
Outside of the office, Grace loves spending time with her husband, Tanner, son, Carter, and her two English Bulldogs, Butterz and Raisin. With the birth of their son in December of 2024 they are officially members of the “messy middle”. Grace loves a good book on her kindle, cooking, house projects, and playing golf with her husband (even though she’s bad).
Things You Didn’t Know About Grace
- Grace grew up listening to Dave Ramsey, was required to budget and track her expenses starting at age 14, and is a long-time Money Guy Show listener. One of her chores when she was growing up was to “Do Her Finances,” which she admittedly hated.
- Grace and her family were in a “Click It Or Ticket” commercial for Alabama in 2007.
- Grace’s dream from age 5 until she was 18 was to go to the Culinary Institute of America and study to be a pastry chef. After she researched the tuition costs and learned about student loans, she decided baking as a hobby would be sufficient.
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