Grace Lohmar

I earned my Bachelor of Science from Murray State University and my MBA from the University of Illinois. Before joining United Wealth Management, I spent nearly two years at State Farm Headquarters in customer service. That experience taught me how much detail matters and how to communicate clearly under pressure.

As Client Service Associate, I work with our advisory team, clients, and custodian to keep accounts running smoothly. I handle account administration, process money movement requests, and make sure client information stays current in our systems. My job is to be a reliable point of contact and keep things organized so our advisors can focus on planning.

I wanted to join the financial industry to learn how it works while building my own financial knowledge. What keeps me motivated is knowing my work helps people make informed decisions. I take pride in contributing to the experience clients have with our firm.

Outside of work, I enjoy working out and practicing yoga. I also like reading fiction, cooking, and spending time with friends and family. I have a five-year-old Dachshund named Ollie whose personality keeps life entertaining. Staying focused on my health and mindset helps me show up better for our clients and team.