Your Partners in Wealth
Our team
Mary Beth Fanelli
Mary Beth Fanelli, Chartered Retirement Planning Counselor™ (CRPC®), is the president of Grace Wealth Partners. She learned the business from the most experienced mentor possible: her mother. For 15 years, until her mother’s retirement in 2019, they worked together as a team. Mary Beth founded Grace Wealth Partners to honor and continue their shared legacy of making financial and wealth management about family, not business.
Mary Beth’s mission, as a person and as a financial professional, is to help people understand and work with the things they can control and accept and be at peace with the things they can’t. That principle is the foundation of how she works with clients to attain their goals, visions and dreams.
Together, she and her husband, Robert, have five children and two grandchildren. In her spare time, Mary Beth writes books and is the author of the best-seller Leaving a Legacy of Love. She loves to work out, spend time with family, walk on the beach and enjoy all the blessings she has received.
SENIOR WEALTH MANAGER, FOUNDER
Katie DiPierno
Katie DiPierno handles the administrative side of Grace Wealth Partners, offering excellent service, handling client inquiries and ensuring that all of their needs are met in a timely fashion.
Katie joined Wachovia, later Wells Fargo Advisors, in the fall of 2005. She started working with Mary Beth in 2013 and with Kim in 2018 upon her arrival at Wells Fargo.
A graduate of Fairleigh Dickinson University, Katie earned a bachelor of science in business, with a concentration in marketing, and is currently working toward becoming a registered representative.
Katie lives in Bridgewater NJ. Away from the office, she enjoys spending time with family and friends, and going to the gym.
FINANCIAL ADVISOR
Sarah Moore
Sarah Moore has been in the Financial Services Industry for nearly 15 years. In 2023, Sarah made the switch from banking to investments when she joined Grace Wealth Partners as their Operations Manager. Her skills in excellent customer service and productivity have been an asset to the growing team.
Sarah has been a Licensed Banker with Wells Fargo since 2020; completing her Series 7 and 66 registrations. Working with clients and being a part of their financial success is the reason she loves this industry. Sarah is looking forward to continuing to learn and grow in her career.
Faith, family, and friends are at the core of Sarah’s life and are reflected in her time spent outside of work with her husband Terry. Sarah resides on the Outer Banks of North Carolina, where she grew up fishing and surfing. She loves the Outer Banks, and in her opinion, the most beautiful sunsets can be found at the end of her street.
OPERATIONS MANAGER