Grace Heck serves clients as a Wealth Advisor from our Milwaukee office. As a member of our Wealth Management team, she works with advisors and clients to provide personalized financial plans and investment advice.

Grace graduated from Marquette University with a Bachelor of Science in Business Administration, majoring in Finance and Business Economics. She is a licensed investment advisor and holds Wisconsin Life and Health Insurance licenses. Prior to working at Heck Capital, Grace was a paraplanner at a financial group in Milwaukee where she collaborated with advisors to develop and monitor financial plans for client households.

Grace enjoys spending time with family, walks by Lake Michigan, reading, and attending Milwaukee fairs and festivals.