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 graduated from Emory University in Atlanta in 1988 with a Bachelor of Arts in economics. In 1994, she began studying for her Masters of Business Administration at NYU Stern School of Business and completed it at Melbourne University in Australia. She received her Certification in Financial Planning in 2000.
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.