Gracie Helms

Relationship Manager

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.