Designations and Licenses

Tracy is a CERTIFIED FINANCIAL PLANNER™ professional.

Experience and Education

Tracy provides personalized wealth planning solutions for high-net-worth individuals, families and business owners. She designs and implements customized wealth plans with a focus on clients’ long-term objectives and cash flow needs. She also provides integrated planning and strategies for growing and protecting wealth, including tax and estate planning, risk management and retirement planning.

Tracy has a Bachelor of Science in Business Administration from the University of Missouri-St. Louis.