About Tracey
With a passion for providing exceptional service, Tracey works closely with her team of advisors to ensure that every client interaction is met with the utmost care and professionalism.
Tracey is married and has two sons. Outside of work, she enjoys spending time with family and friends and is passionate about lacrosse and pickleball.
Education and Professional Milestones
-Oakland University - bachelor of arts degree in communications arts
-Previously worked at LifePlan Financial Advisory Group
-Has provided administrative support in the public and private sectors
With a passion for providing exceptional service, Tracey works closely with her team of advisors to ensure that every client interaction is met with the utmost care and professionalism.
Tracey is married and has two sons. Outside of work, she enjoys spending time with family and friends and is passionate about lacrosse and pickleball.
Education and Professional Milestones
-Oakland University - bachelor of arts degree in communications arts
-Previously worked at LifePlan Financial Advisory Group
-Has provided administrative support in the public and private sectors