Kathi Grace-Shoeppl

Kathi Grace-Schoeppl is a certified financial planner, certified investment management analyst and is principal and co-founder of Excelsior Capital Advisors, LLC. Ms. Grace-Schoeppl advises affluent families, entrepreneurs and institutions throughout the country on all facets of financial and estate planning, helping them chart a financial course for lifetime wealth creation.

With over 18 years of extensive experience, Ms. Grace-Schoeppl began her career working with commodity futures at the Chicago Board of Trade. Additionally, Ms. Grace-Schoeppl has held executive positions with RSM McGladrey, Inc., Capital Planning Group, Merrill Lynch Private Client Group and Citigroup private banking.

Ms. Grace-Schoeppl earned a Bachelor of Business Administration in finance from the University of Miami and completed her CFP® curriculum at Nova Southeastern University School of Business. Ms. Grace-Schoeppl has been a guest lecturer on a variety of financial topics to groups and universities including the Wayne Huizenga Graduate School of Business and Entrepreneurship. In addition, Ms. Grace-Schoeppl was awarded the CIMA® designation presented by the Investment Management Consultants Association with education and curriculum through the Wharton School of Business. The CIMA® designation is a professional designation exclusively for investment management consultants. Ms. Grace-Schoeppl serves as a subject matter expert for the CIMA® certification exam.

A former board member with the Financial Planning Association in South Florida, Ms. Grace-Schoeppl has been a contributor to print and television media throughout the state of Florida. She currently serves as board member and chair of the investment committee for the Boca Raton Historical Society, advisory board member for the Broward Bank of Commerce, and actively supports several charitable organizations.