Our Team
How We Work
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Grace S. Yung
Founder|Wealth Advisor
713-355-9888
Grace S. Yung, CERTIFIED FINANCIAL PLANNER®, practitioner, our CEO and Founder, has been providing valued advice to individuals and families for over twenty years. Grace is dedicated to building and preserving a secure future for her...
Diane Gardner, MBA, CFP®, CDFA®
Founder|Wealth Advisor
724-308-6518
I’ve been working as a Financial Advisor since 2010 and am currently an LPL Financial Advisor in Hermitage. I’ve earned both the CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Certified Divorce Financial Analyst (CDFA®)...
Irene Berner, MBA, CFP®, CDFA®
Wealth Advisor
Irene Berner is the Founder of Berner Financial Services. She has worked in the financial industry since 1986, formed her company in 1996, and has been affiliated with LPL Financial since 2000. She is thrilled to be working with the Ivy ...
Liz Irvin, M.A.
Executive Assistant
713-355-9888 (voice only)
Kaitlyn Herrmann
Client Relationship Manager
Kaitlyn graduated from Thiel College in December 2025 with a Bachelor of Arts in Finance and Business Management, and is thrilled to be putting her passion for helping people and financial background to work. Outside of work, she...
Alexandria Davis
Plan Manager
Rachel Mazzotta
CFO