Tracy Farmer, CFP®
Designations and Licenses
She is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Tracy provides customized wealth management solutions to help meet the needs and objectives of individual clients. She has more than seven years of experience in financial services.
Prior to joining Mariner Wealth Advisors, Tracy served as a financial planning associate with a local RIA firm where she worked with financial advisors to provide wealth management services to corporate executives and high-net-worth individuals. She helped guide clients through the financial planning process, including asset allocation and investments, tax planning, retirement and cash flow planning, estate planning and charitable giving.
Tracy has a bachelor’s degree in finance and a minor in accountancy from DePaul University. She is a member of the Financial Planning Association.
Tracy is a die-hard Cubs fan. She is also a health and fitness enthusiast.