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Grace A. Roland

Grace A. Roland

Financial and Tax Analyst

As a Financial and Tax Analyst, Grace is responsible for assisting with income and estate tax
planning, preparation of tax returns and financial plan creation and implementation. Grace
aspires to become an Enrolled Agent this Fall.
Grace is licensed for Accident and Health, Casualty and Allied Lines and Life and Fixed Annuity
Insurance in the Commonwealth of Pennsylvania. Prior to joining the firm in 2021, Grace
worked in insurance services for two years. Grace will graduate in May 2021 with a Bachelor’s
degree in Finance from The Pennsylvania State University