GraceAnn Anderson

ganderson@inconcertfinancialgroup.com
Wealth Management Practice Manager
For investments: info@berthelrep.com

GraceAnn is a Personal Financial Planning Manager and Accounting Consultant with us. She is pursuing her Certified Financial Planning license, and helps individuals with personal and life event planning. She also performs all aspects of monthly bookkeeping work, financial statements, payroll processing and financial management consulting for business clients.

GraceAnn has over ten years of experience in accounting, bookkeeping and financial management. She has also served in office management, customer services and billing/collections roles. She is also our resident technology wizard.

She earned her Bachelor’s degree from Bethany Bible College , and has an Associate’s degree in Psychology. GraceAnn is also a Notary Public and a QuickBooks Pro Advisor.

When she’s not chasing after her two young daughters, GraceAnn is very active in her church, putting in many volunteer hours, and singing in the choir. She enjoys reading, bicycling and baking … her pies are the best!

* Securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member NASD/SIPC. Heritage Capital and InConcert Group are independent of BFCFS. This communication is strictly intended for individuals residing in the states of Arizona, California, Colorado, Connecticut, Idaho, Michigan, New Hampshire, Nevada, Texas, Washington and Wyoming.

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