The Legacy of Grace
Grace graduated from Indiana University with a bachelor's degree in Liberal Arts.
She began working at a national insurance corporation as a public relations practitioner. At this time, a woman working in her position was rare. She interviewed for the position alongside 30 men and was hired.
She was promoted into management and remained in this field for 14 years. At this time, she realized her dreams from the age of 21 were not the same dreams she would have as a young professional in her early 30s. She knew she wanted to transition her career path and eventually sought a profession where she could be an advisor in the field of financial planning.
Toward the end of her time in the corporate world, she began explaining benefits to other employees. She enjoyed reading through the information booklets and passing along her knowledge and giving advice. As the oldest of 12 children, Grace fit naturally into this role.
She became Board President of Big Sisters of Indiana. It was one of many volunteer roles she would have throughout her work life.
She began investigating the CERTIFIED FINANCIAL PLANNER program, which was only about 10 years old at the time. By this point, she decided to pursue a career in the financial industry.
Grace decided to go out on her own as a financial planner. She opened Worley-Mouzakis Advisory, Inc., a one-woman shop serving the Indianapolis area. There were no set standards for financial planning practitioners at that time, though there was a certification program, and there were very few women financial professionals. In addition to financial planning for an hourly fee, Grace sold insurance and securities including mutual funds.
During this time, she was engaged by various corporations as an instructor in investing and financial planning for their employees.
Grace completed the rigorous steps to earn her CERTIFIED FINANCIAL PLANNER designation.
Grace earned her MBA from Indiana University.
1988 - 1993
She harnessed her love for educating others and became an adjunct faculty member for the College of Financial Planning, in Denver, Colorado, teaching aspiring planners in the Indianapolis area.
Grace had grown her business and expanded her firm to include five colleagues and staff.
1990 - 2002
She became an adjunct faculty member at Indiana University-Purdue University Indianapolis’ Continuing Studies Division, educating students on financial planning topics.
Grace was featured in Indianapolis Business Journal's "Who's Who in Investments."
1993 - 2006
She wrote a monthly finance column for Indianapolis Woman magazine.
1994 - 1996
She served as chairperson for the Central Indiana Society of the Institute of Certified Financial Planners.
Grace was profiled as an investment advisor in Morningstar Investor, a national investment magazine.
She was profiled as an investment advisor for Morningstar Online.
1997 - 2002
Worth magazine consecutively named Grace as one of the top 250 financial advisors in the United States
She was named one of the top 25 "Influential Women in Indianapolis" as part of a joint venture between Indianapolis Business Journal, Indiana Lawyer and the Network of Women in Business.
In 2000, the current firm was formed as Worley Financial Group and moved to its present location in the Pyramids.
Juli Erhart-Graves joined the team as a CERTIFIED FINANCIAL PLANNER.
Additionally, Grace accomplished her 30-year dream of owning a completely fee-based financial planning firm.
2004 - 2005
She served on the advisory board for the Journal of Financial Planning.
2005 - 2007
She served on Indiana University's Kelley School of Business Women's MBA Alumni Advisory Board.
Additionally, she served on the Editorial Advisory Board for Indianapolis Business Journal.
2006 - 2008
She served on the Disciplinary & Ethics Commission for the national CFP Board of Standards.
2008 - 2015
Juli Erhart-Graves bought the firm from Grace in 2008. But Grace's work did not end here. She continued to practice for Worley Erhart-Graves and mentor young planners.
She retained and advised long term clients, many who had been utilizing her expertise since 1984. This is a testament to Grace's commitment to building and continually growing strong relationships with her clients in an effort to achieve their financial goals. She credits these relationships to trustworthiness, a sincere interest in her clients and their lives, and backing the advice she gave to her clients, "walking the talk."
2015 - present
Grace is currently retired and enjoying the fruits of living the advice she gave others.