Gracie Helms

Relationship Manager

Biography

Gracie serves as a primary point of contact for Willow Street clients, working closely with families 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. Gracie 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.

Contact Information

Education

BA, University of Texas
MBA, Acton School of Business

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Betty Andrikopoulos

Executive Managing Director

Matt Bahr

Director, Client Services
Willy Bemiss

Willy Bemiss

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Alex Burtnett

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Nate Bybee

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Betsy Cabradilla

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Christine Cameron

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Tyler Case

Tyler Case

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Maggie Davis

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Rob Fiamengo

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Caedran Flynn

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John Morgan Gates

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Anthony Gulla

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Melanie Hall

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Phillip Harrington, Jr.

Chairman & CEO

George Hein

Associate Director, Client Services

Gracie Helms

Relationship Manager

Morgan Hill

Associate Director, Client Services

Michael Hodges

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Barbara Hoeft

Independent Director

Payson Houfek

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Layne Hutcheson

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Lisa Jennings

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Luette Keegan

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Gina Kyle

Associate Director, Client Services

Stewart McIver

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Amanda Mohnk

Managing Director, Client Services

Kea Molnar

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Claire O'Connell

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Tricia Overdyke

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Janet Palermo

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Zach Pearson

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Erin Rosenberg

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Laurent Roux

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Audra Schultheis

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Megan Smith

Megan Smith

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Shannon Stec

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Abby Steinmann

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Kelsey Tobin

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Rachel VanDuyne

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Abegail Vetter

Abegail Vetter

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Katie Warren

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Emmy Watsabaugh

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Scott Weaver

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