Tracy is an Associate Wealth Advisor, with over 15 years in the financial services industry. Tracy provides specialized guidance for those individuals in the “Sandwich Generation” who support both aging parents and their own children.
Tracy’s approach to wealth management goes beyond traditional financial planning. She understands that her clients’ financial well-being is interconnected with their emotional, physical, and mental well-being. With an empathetic and client-centric approach, Tracy takes the time to understand her clients’ unique circumstances, goals, and aspirations. By thoroughly analyzing their financial landscape, risk tolerance, and long-term objectives, she tailors solutions that empower her clients to achieve financial security, while navigating the complexities of their unique situations.
Driven by a desire to help clients protect their assets and loved ones, she has extensive experience in life and living benefits insurance. Throughout her career, Tracy has made a significant impact on the lives of her clients, providing them with financial peace of mind and the confidence to navigate life's uncertainties. Her approach and commitment to personalized service have earned her a loyal clientele who value her expertise, professionalism, and genuine care for their financial well-being.
To further enhance her expertise, Tracy is currently pursuing a Certified Financial Planner (CFP®) and Chartered Life Underwriter (CLU) designations.
Tracy enjoys spending time with her husband, Jason, chasing after her two sons, and playing with her bulldog, Lucy. She loves to cook, garden, and spend time at the beach.