Helping clients meet their financial goals is very important to Tracy. She takes pride in helping clients navigate to and through their retirement years.
Tracy began her career in financial services in 1988 holding positions in strategic relationship management, product design, marketing and financial planning. Tracy completed her BS in 1993 and has earned the designations of Charted Life Underwriter®, Charted Financial Consultant® and Certified Financial Planner professional™. Tracy holds the FINRA Series 7 & 66 Licenses as well as her life, accident, health and variable annuity license.
Tracy strives to help each client fulfill their retirement goals through wealth accumulation, investment strategy implementation and tax efficient wealth distribution.
Tracy and her husband live in North Andover, MA and although both were born and raised in New England, they relish the summertime, the heat, the sunshine and everything that goes along with it.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.