Grace T. Suarez

Grace T. Suarez

Cofounder and Licensed Paraplanner

Grace serves as the firm's paraplanner. She graduated from the University of Washington School of Business 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 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 supporting the firm where she is needed most.

Grace holds the following registrations and licenses:

  • FINRA Series 7, 63, and 65 securities registrations
  • Life and health insurance licenses