Gretchen’s passion for helping others, combined with her background in financial planning, led her to join The Wealth Consulting Group as a Financial Advisor. She serves as her clients’ Personal CFO, thoughtfully coordinating all aspects of their financial lives. Gretchen’s mission is to help clients pursue financial freedom so they can spend more time focusing on what matters most to them.
Gretchen graduated from Texas A&M University in 2023, earning a bachelor’s degree in finance and completing their Financial Planning Program. Gretchen holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, reflecting her commitment to fiduciary responsibility and providing thoughtful, personalized guidance rooted in trust and transparency.
Prior to joining The Wealth Consulting Group, Gretchen built a strong foundation in the financial services industry through supporting roles at Edward Jones and Intrua Financial. These experiences reinforced her belief in a relationship-first approach focused on the client’s goals and creating plans geared toward their long-term success. Today, she is a business partner at The Wealth Consulting Group alongside Tommy and Calvin, playing an active role in shaping the firm’s growth, vision, and client experience.
Based in Austin, Gretchen enjoys exploring the city with friends and family, attending concerts, spending time on the lake, and traveling whenever possible. She is a proud Aggie and lifelong supporter of Texas A&M.