WHAT she does for our clients
Tracy is our contract CFP®, providing all services related to our clients' financial plan management.
WHEN she started
Tracy began her career in financial services in the trust services department of Shearson Lehman Brothers, working with advisors to provide guidance to their clients on all things retirement. She stayed in the retirement services marketing niche for asset managers until 2004 when she switched to the retail side of the business working directly with clients and developing financial plans.
WHERE she went to school and what degrees she has
Tracy graduated from Emory University in 1988 with a BA in economics and minors in Psychology and French. In 1994 she began studying for her MBA at NYU Stern School of Business and completed it at Melbourne University in Australia. She received her Certification in Financial Planning in 2000.
WHY she works at BPP
BPP Wealth’s mission to help clients Build, Protect and Preserve Wealth for Generations™ via their proprietary Security Income Planning® process is what drives Tracy. She has always felt that holistic planning and focusing entirely on client goals is the most important aspect of this business. Fulfillment comes when clients accomplish their goals year after year and feel secure about their financial future.
FUN FACT
During her time away from financial services to care for her two children, Tracy worked in construction, renovating, and building “green” homes for resale. She will always have a passion for anything related to real estate.