Designations and Licenses

Tracy is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and Education

Tracy provides custom wealth planning solutions for high-net-worth individuals, families, executives and business owners. She offers a wide range of wealth solutions, including investment management, tax and estate planning, charitable giving strategies, cash flow management and multi-generation wealth transfer strategies. She has over 18 years of experience partnering with clients.

Tracy has a BSBA from the University of Missouri-St. Louis.

Personal Interests

Away from the office, Tracy enjoys spending time with her husband, 3 children and 2 dogs. She enjoys traveling and attending local sporting events. Tracy also serves on the board of the Special Education Foundation.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.