Operations & Team Marketing Manager
Gracie joined the Meridian team in the Milwaukee office at the end of 2021. She has been working in the financial services industry since before graduating college in December 2020 from Cardinal Stritch University with her Bachelors in Public Relations and Communications. Prior to joining Meridian, she worked with another financial institution and was one of the top females in their national college internship program. In addition to her undergraduate degree, Gracie has obtained her Life and Health licenses and is now pursuing her MBA from the University of Wisconsin-Whitewater.
Her primary role with the team is to lead operations and servicing of clients for Paul and Wade in the Milwaukee office. She also manages the social media and marketing for the team. Due to the many hats and tasks that come her way, she is often referred to as the “chaos coordinator” for the team. There is always a new challenge or problem to solve, which keeps her role fresh and exciting. There truly is never a day that looks the same. Her favorite part of her job is the wealth management side of the business and helping clients accomplish their goals.
Outside of work, Gracie enjoys spending time with her family, her two younger siblings, and friends. She is a Packers fanatic and loves spending her Sundays watching football. She is always trying to find new coffee shops in the Milwaukee area to try.