Grace Smrek is a Client Service Specialist at Sapers & Wallack, supporting both the Life Insurance and Wealth Management divisions. With a strong foundation in finance and economics, she brings analytical precision and practical insight to every client interaction. In her role, Grace facilitates client onboarding and continued support, manages account documentation, and coordinates with custodians to ensure accurate and timely processing.
Grace holds dual degrees in Finance and Economics from Stonehill College, where she graduated at the top of her class. She has received multiple academic and leadership honors and completed certifications in Bloomberg Market Concepts and Envestnet Managed Investments.
Before accepting her full-time role as a Client Service Specialist, Grace spent a year at Sapers & Wallack as a Financial Administrative Assistant. During that time, she gained hands-on experience in client onboarding, financial analysis, and operational workflows—laying the groundwork for her current position.
Outside of work, Grace enjoys reading, cross-country skiing, and occasionally impresses friends and family with her Italian cooking.
Lover of:
Board games, animals, and anything crafty
Passionate about:
Traveling, being outdoors, and environmental issues
Greatest accomplishment:
Graduated summa cum laude with a 4.0 GPA
On the nightstand:
A good book
Favorite Quote:
“It does not matter how slowly you go as long as you do not stop”