Focus
Grace Zupsic is committed to creating a welcoming and supportive experience for every client she works with. With her experience at a financial advisory firm, Grace has developed a strong foundation in client relationship management, financial planning support, and day-to-day service that helps clients feel confident and cared for. Her passion for service is rooted in the relationships she builds by valuing the opportunity to support clients through milestones, challenges, and long-term planning.
Education, Awards & Certifications:
- Bachelor of Science in Finance, University of South Florida
- PA Life/Health/Accidental Insurance License
- Certified Retirement Counselor (CRC®)
Outside of the office:
Outside of work, Grace enjoys traveling to new countries with her family. As a Pittsburgh sports fan, she also loves attending Pittsburgh Steelers games. Whether she’s planning her next trip or spending time with loved ones, Grace brings the same passion and curiosity to her personal life that she brings to her work with clients.
