Jace is a CERTIFIED FINANCIAL PLANNER. He holds a bachelor of science in business management, with a minor in entrepreneurship and small business, from Montana State University-Bozeman. In addition to his CFP certification, Jace has earned the Chartered Financial Consultant designation, reflecting his continued professional education in financial planning.
He works with clients on asset management, retirement planning, tax considerations, and estate planning, and develops planning strategies aligned with each client’s stated financial objectives. Jace supports clients through various life transitions and planning decisions by providing information and guidance to help them make informed decisions. Jace values a client-focused approach built on communication and collaboration.
He works to develop long-term relationships by listening to clients’ needs and values, and providing guidance that adapts as their financial situations evolve. As part of the ongoing planning process, Jace continues to work with clients as market conditions and personal circumstances change.
Originally from Montana, Jace has seamlessly transitioned to life in Grapevine, Texas, where he has quickly adapted to the vibrant energy of the community. Outside of work, Jace is deeply committed to maintaining an active lifestyle, frequently enjoying outdoor activities such as hiking and skiing. He also enjoys expanding his knowledge by learning new games, reflecting his passion for both mental and physical challenges.