Legacy Training Education Participant

Grace Anderson

Johnson Financial Group
100 W Lawrence St
Suite 306
Appleton, WI 54911
9209937727
ganderson@johnsonfinancialgroup.com
johnsonfinancialgroup.com
As Vice President Wealth Advisor at Johnson Financial Group, Grace establishes relationships with clients and delivers highly personal, strategic solutions for their individual needs. She views herself as a thoughtful collaborator and finds great satisfaction in helping clients navigate complex financial matters, with an emphasis on seeing the bigger picture. Grace is deeply grateful to serve families throughout northeast Wisconsin and beyond. Experience & Expertise: -Earned the Accredited Investment Fiduciary (AIF) designation in 2022 -Earned the Series 65 license in 2020 -Joined the financial services industry in 2019 -Bachelor of Business Administration from St. Norbert College Community involvement: -Fox Valley Estate Planning Council -Women’s Fund of Greater Green Bay – Power of the Purse Event Planning Committee

Education Completed

2024

2023

Long Term Care Planning

2022

Estate Planning
Estate Settlement

Hooper Law Office, LLC, is a law firm focused solely on Estate Planning and Elder Law, and does not engage in financial planning directly. The inclusion of any financial or insurance advisor or their company in our Legal Advisor Directory does not constitute an endorsement of the independent advice received from an advisor on the directory. The purpose of this directory is to indicate that an advisor has participated in continuing education through Hooper Law Office, LLC and has completed certain continuing education courses related to Estate Planning and Elder Law through our firm, but the inclusion of the advisor’s name in the Legal Advisor Directory does not constitute an endorsement of the advice or opinion presented by the advisor.