Meet the team
Kelley Grace
CPA
Senior Vice President, Wealth Advisor
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About Kelley
Kelley Grace brings a distinctive perspective to wealth planning as both a Certified Public Accountant and Wealth Advisor. Her deep understanding of the accounting world, built over 22 successful years in tax strategy and public accounting, enriches her ability to create integrated wealth solutions for her clients.
Kelley works closely with business owners and high-net-worth individuals, leveraging her dual knowledge to align tax efficiency with wealth-building strategies. Working with Kelley means working with a loyal, knowledgeable advisor that finds great reward in serving her clients.
Accreditation & Education
Certified Public Accountant (CPA)
Series 65
University of Oklahoma, Norman, Bachelor of Accountancy, Accounting and Finance
Up Close
Kelley’s home is Norman, Oklahoma. As a graduate of the University of Oklahoma, she remains actively engaged with OU’s Price College of Business, serving on its board of advisors. Previously, she held leadership roles with the United Way of Norman and the Norman Chamber of Commerce, further strengthening her connection to the local business community. She also enjoys CrossFit and traveling with her husband and son.
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Kelley Grace,CPA
Senior Vice President, Wealth Advisor
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