Grace Fontanez

Grace is a Virtual Administrative Consultant with over ten years of experience in the financial services industry. She started her financial career with LPL in 2011. After being with LPL for three years, she moved to another state and served as an Administrative Assistant at another firm where she provided excellent customer service for multiple advisors in Virginia. Through her continued work within this role, she has experienced the powerful value of financial planning and how it truly impacts individuals and families. It’s been that realization paired with her attention to detail that has made Grace a strong asset to both our clients and the organization.

Grace assists in client servicing, among other essential duties, which include managing account questions, such as: creating and preserving existing and new client relationships, performing distributions and contributions, managing financial database for accuracy of records and finances. She strives to provide a professional and comfortable environment for all clients.

Grace was born and raised in Saddle Brook, New Jersey. She moved to Virginia in 2013 where she currently resides. She lives with her husband Jose, who served in the United States Army for 8 years, and her son Lucas. Grace enjoys spending time with her family creating new memories together, exercising, biking and reading.