Grace Kostreva

Grace Kostreva is a recent graduate from the University of Wisconsin-Madison, where a Bachelor's degree in Personal Finance was earned. Currently serving as a Financial Planning Intern at AERIE Preferred Financial Group, LLC, responsibilities include analyzing annuity options, utilizing MoneyGuidePro for client reports, and managing client communications. Additionally, Grace is gaining valuable insights through an externship with the Financial Planning Association, observing client meetings and reviewing financial documents. Previous experience includes roles as an Information Guide at the University, a Summer Camp Counselor at Pewaukee Parks and Recreation, a Digital Marketing Intern at Campo Alpaca, Inc., and a Stylist at maurices.