Gretchen Grisham

With over 15 years of bookkeeping experience, Gretchen brought both technical expertise and an entrepreneurial mindset when she joined Austin nine years ago to help build a company dedicated to rethinking wealth. She began by supporting core operational functions and quickly advanced into a leadership role as Director of Investment Services.

In her current role, Gretchen plays a key role in the management of client portfolios, investor relationships, and the implementation of new investment opportunities, contributing strategically to the firm’s continued growth and client success.

Outside of work, Gretchen values community and family, often spending time with her four adult sons or exploring local events. She also enjoys travel, discovering new cuisines, and embracing experiences that satisfy her adventurous spirit.