Gracelyn is a relationship-driven Financial Planning Associate at S. Harris Financial Group. She is passionate about helping individuals and families pursue financial security and the freedom to focus on the goals that matter most to them. Through a thoughtful, organized, and client-centered approach, she supports clients throughout the financial-planning process while building the meaningful relationships that are central to her work.
As a Financial Planning Associate, Gracelyn assists in preparing comprehensive financial plans, coordinates planning details, and supports the team in delivering a seamless client experience. She also supports the firm’s external marketing efforts. Gracelyn enjoys making the planning process clear and approachable, recognizing that financial decisions can affect families, opportunities, and future possibilities. Her goal is to help clients feel informed, supported, and confident as they make decisions that move them toward their financial goals.
Gracelyn earned a Bachelor of Science degree from Texas A&M University, double majoring in Financial Planning and Agricultural Economics. During her time as a teaching assistant in the Department of Economics, she developed a thoughtful approach to explaining complex material in ways that connected with fellow students. She now brings that same thoughtful communication style to her work with clients.
Gracelyn holds the Series 65 Securities License and Insurance License. Gracelyn has also successfully passed the CFP Board examination. She is currently working toward completing the remaining requirements for the CFP Board certification, demonstrating her commitment to continued professional growth and comprehensive financial planning.
A proud San Antonio native, Gracelyn values the opportunity to serve individuals and families in the community she has always called home. Outside of the office, she enjoys attending Church, time with family and the outdoors. You can often find Gracelyn enjoying Medina Lake where her and her family enjoy spending time.