Grace A. Gaabucayan, JD, CTFA

Senior Wealth Counselor

At Versant Capital Management, I counsel clients using a multi-disciplinary approach to develop solutions for their complex financial situations. By drawing on my expertise in estate and tax planning, I collaborate with our client teams to build comprehensive strategies for the families we serve. In that process, I can help people understand why they’re making the decisions they make (behavioral finance) and align their financial strategies with values-based life choices to help them achieve their financial goals with comfort and clarity. I was excited to join Versant Capital Management, a woman-led firm, as I am particularly interested in helping women gain financial empowerment and thrive.

Before I joined Versant in 2022, I was a Wealth Advisor at First Western Trust and a Trust Advisor, then Associate Wealth Strategist at Northern Trust. I created and implemented financial plans in those roles, led business development efforts, and supported the complex aspects of personal trust client relationships.

As National Account Director at John Hancock in Boston, I was responsible for increasing the company’s market share within top client accounts, facilitating relationships across distribution channels, and developing training programs about life insurance solutions to estate and business plans.

I earned a Juris Doctor specializing in Business Law and Financial Services from Suffolk University Law School in Boston and a Bachelor of Arts in History and Political Science from The College of the Holy Cross in Worcester, Massachusetts. I enjoy being active in both institutions’ alumni associations.

Community involvement has always been important to me. I’m currently a Partner of the Phoenix chapter of Social Venture Partners, and I’ve served as the President of the Phoenix Symphony Young Professionals, the Finance VP and Treasurer of The Junior League of Phoenix. I’m active in the Central Arizona Estate Planning Council, and the Association for Corporate Growth.

After years on the east coast, I moved back to Phoenix in 2011. In my free time, I can be found adventuring in the wilderness with my husband and toddler son, or sitting on the couch with my pup, listening to audiobooks and knitting.