As the key point of contact for clients, Tracy works hard to foster comfortable, friendly relationships with them. Tracy’s efforts help build client confidence and also help reassure them that everyone at the firm is looking out for their best interests.
Tracy has achieved the CRPC® designation, considered the nation’s premier retirement planning credential. Tracy earned the designation after completing The Chartered Retirement Planning Counselor℠ program of the College for Financial Planning™, and has demonstrated in-depth knowledge of the needs individuals face both before and after retirement. She is also an Accredited Asset Management Specialist® who understands the investment process. Earning both designations has provided her with additional insight and understanding into the lives and needs of the clients she serves.
A native of Beaver, Pennsylvania, Tracy currently lives in Patterson Township with her husband, Eric, and daughter. Outside the office, she volunteers her time for the Salvation Army Treasures for Children program. She also enjoys family time, estate sales, travel and all outdoor activities including gardening.