Tracy brings over 20 years of experience in the financial services industry and holds an associate degree in accounting. Her passion is building strong relationships and helping clients receive the best possible service while achieving their financial goals.
Originally from Pequannock, New Jersey, Tracy resides locally in North Port, Florida. She has four grown children and five grandchildren who fill her weekends when she is not fishing, snorkeling, painting, or gardening.
AREAS OF EXPERTISE
- Client Service
- Administrative Support
Need help coordinating the complexities of your finances?
We want the best for you and are passionate about providing strategies and solutions that help you feel prepared and supported through life’s many challenges.