Gracie Iverson, M.S.

Gracie Iverson joined the Elwood and Goetz team in 2023 and currently serves as an Associate Financial Planner. In this role, she provides vital support in client services and aids in the development of comprehensive financial plans for both families and individuals. Gracie’s dedication to her clients is reflected in her exceptional ability to build strong, trust-based relationships, ensuring each client's unique financial goals are met with the utmost care and attention.

Gracie earned her bachelor’s degree in financial planning from the University of Georgia in May 2023. Demonstrating remarkable academic prowess, she participated in the prestigious “Double Dawg” program, completing her master’s degree in financial planning in just one year and graduating summa cum laude. Her academic achievements are a testament to her commitment to excellence and her deep understanding of financial planning principles.

During her time at UGA, Gracie actively contributed to the community through the Volunteer Income Tax Assistance (VITA) program, providing free tax preparation services to low-income families across Georgia. She was also an enthusiastic member of UGA’s Student Financial Planning Association and volunteered for the FACS Financial Literacy & Well-Being Week, further showcasing her passion for financial education and empowerment.

Gracie Iverson’s empathetic nature, exceptional interpersonal skills, and unwavering commitment to helping others make her a trusted and preferred financial planner. She looks forward to continuing to make a positive impact on her clients’ financial journeys.

Originally from Augusta, GA, Gracie is excited to expand her professional horizons in Atlanta with the E&G team. Outside of her professional pursuits, she enjoys swimming, reading, and volunteering at Camp Hope during the summers with her family. Gracie is eager to explore Atlanta’s vibrant culinary scene with her fiancé and embrace the opportunities the city offers.

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