Gracie Helms Joins Willow Street

Please join us in welcoming Gracie to the Willow Street team.

As a Relationship Manager, Gracie serves as a primary point of contact for client families, accountable for working closely with clients and their advisors, including legal, tax/accounting, investment, and banking leads. She is responsible for trust administration, financial reporting and analysis, cash flow management, and special projects. She is pursuing her certification as a Certified Trust and Fiduciary Advisor (CTFA).

With nearly ten years of experience in the educational services sector, Gracie brings client centricity and strong problem-solving and organizational skills to her role at Willow Street. She previously served as Director of Strategy and Business Development for Brain Chase, an Austin-based education technology platform. Earlier, she co-founded and served as COO of Village Learning, a tutoring company.

Gracie earned her BA in English and Plan II Honors from the University of Texas at Austin and her MBA in Entrepreneurship from the Acton School of Business. Originally from Houston, Gracie moved to Jackson in 2022. She enjoys hiking, fly-fishing, playing tennis, and spending time outdoors with her husband, daughter, and two long-haired dachshunds. She is an active member of St. John’s Episcopal Church.

What’s the best book you’ve read recently?

“The Boy, the Mole, the Fox, and the Horse” by Charlie Mackesy. The story is about a young boy, a cake-loving mole, a cautious fox, and a sage horse who undertake an adventure together through the wilderness (literally and metaphorically). Along the way, they discover profound truths about life and friendship. I love how the book resonates with readers of all ages and how the ink illustrations illuminate the story. I’m also a big fan of the author because of his love for dachshunds, as I have two of my own!

If you suddenly found yourself with two hours of free time, what would you do with it?

I would go on an outdoor adventure with my husband, daughter, and two dachshunds . We would go for a long hike together as a family, and end the day with a picnic and a cold plunge into one of the many stunning alpine lakes in the valley. My favorite way to end a long hike in Grand Teton National Park is to stop by the “jumping rock” on the northern side of Phelps Lake, where locals and visitors use the boulder as a natural diving board.