Kelley J. Grace, CPA

Partner, Financial Advisor

Kelley J. Grace

I find many things rewarding about my job, especially working with my clients and co-workers. Everyone is fun and different in their own way, which provides a positive challenge every day.

OVERVIEW

Kelley provides wealth management services through financial planning including retirement planning, asset allocation and cash flow analysis. With more than 20 years in public accounting, she has experience working with a variety of industries as well as high net worth individuals and their businesses. Kelley is dedicated to helping her clients find the right solutions for their individual needs.

When you work with Kelley, you can expect a loyal partner and trusted advisor. She has the experience to assist you with your current needs while working toward future success.

When she's not helping clients stay in good financial shape, Kelley likes to stay in shape doing CrossFit. When she's in the mood to enjoy watching someone else run around, she keeps up with University of Oklahoma football and Oklahoma City Thunder basketball. She also likes to travel.

QUALIFICATIONS

Memberships

  • Oklahoma Society of Certified Public Accountants
  • American Institute of Certified Public Accountants

Designations/Licensures

  • Certified Public Accountant
  • Registered Investment Advisor, Series 65

Education

  • Bachelor of Accountancy, Accounting and Finance – University of Oklahoma, Norman

KNOWLEDGE

Client Work

  • Provides financial planning services to high-net-worth individuals and business owners.
  • Offers investment portfolio management and asset allocation services including stocks, exchange traded funds, mutual funds and proper cash management.
  • Creates investment withdrawal strategies to properly fund retirement and minimize taxes.
  • Prior experience providing tax and consulting services to high-net-worth individuals and their businesses as well as to auto dealerships, physicians and healthcare practices.
  • Recognized for her work in the industry with several awards, including Oklahoma City Business Journal's 2007 Forty Under 40, The Journal Record's 2009 Achievers Under 40, Norman NEXT's 2012 Next Under 40, Oklahoma Society of CPAs 2012 Trailblazer Award and 2013 Public Service Award, the CPA Practice Advisors 40 Under 40, The Journal Record's 50 Making a Difference 2015, 2019 and 2020.

COMMUNITY

Community Involvement

  • Norman Chamber of Commerce, past Board Chair
  • University of Oklahoma Michael F. Price College of Business, Board of Advisors
  • University of Oklahoma Michael F. Price College of Business Steed School of Accounting, Board of Advisors
  • United Way of Norman, past Campaign Chair
  • Norman Regional Health Foundation, Board of Directors

Financial Advisor offers Investment Advisory Services through Eide Bailly Advisors LLC, a Registered Investment Advisor. Eide Bailly Financial Services, LLC is the holding company for Eide Bailly Advisors, LLC, which is owned and operated by Eide Bailly LLP.