Our Team

Our Team

Gerard and Grace Suarez both started their financial services careers in 1996 at a well-known large financial services firm  and combined their two individual practices in 2000. In 2005, Gerard and Grace cofounded their practice AMS Financial Group, and affiliated with Commonwealth Financial Network®, the largest privately held independent RIA-broker/dealer in the US, through which all securities and advisory services are offered. This relationship ensures that clients have a wide range of investment solutions available and technology to manage and monitor their accounts. Additionally, Commonwealth does not offer in-house or proprietary investment products. 

Grace and Gerard grew up in Seattle, Washington, and now reside in Shoreline, Washington. Outside the office, Gerard and Grace enjoy spending time with their two daughters and stay busy with their many extracurricular activities. Both are active volunteers in their communities and in their daughters' school. 

Gerard Suarez

Wealth Manager and Principal, CRPC®, AIF®

Gerard graduated cum laude from the University of Washington School of Mechanical Engineering. He worked as a mechanical and project engineer in the aerospace industry for five years before realizing that he would rather use his analytical skills to help people with their finances. In 1996, he joined one of the nation's largest financial planning firms, where he found that he could use his analytical and diverse background to help clients pursue their financial goals and objectives in both complex and straightforward situations. He grew his practice and eventually combined it with Grace's practice after finding that they were more successful in helping their clients reach their financial goals by combining their efforts. Gerard's responsibilities are to create, manage, and update financial plans and investment portfolios. He is an Investment Adviser Representative of Commonwealth Financial Network®.

Gerard holds the following designations, registrations, and licenses:

  • Chartered Retirement Planning CounselorTM (CRPC®) certification
  • Accredited Investment Fiduciary® (AIF® certification
  • FINRA Series 7, 63, and 65 securities registrations
  • Life and health insurance licenses

Grace Suarez

Cofounder and Licensed Paraplanner

Grace serves as the firm's paraplanner. She graduated from of the University of Washington Business School with concentrations in finance and marketing. Upon graduating, she worked in commercial real estate brokering investment properties for seven years. In 1996, to further broaden her investment background, she joined a large financial planning firm where she eventually combined her practice with Gerard's practice and later helped him establish AMS Financial Group. She now works behind the scenes helping research ideal investments, developing strategies to help their clients reach their financial goals, and stepping in where she is needed most. She holds FINRA Series 7, 63, and 65 securities registrations through Commonwealth Financial Network®, as well as Washington state's life and health insurance licenses.