Designations and Licenses

Tracy 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 worked directly with clients for over four years and in the industry for 12 years.

Prior to joining Mariner, 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 with a minor in accounting from DePaul University.

Personal Interests

Away from the office, Tracy is a health and fitness enthusiast who loves to travel. For better or worse, she is a die-hard Chicago Cubs fan.